Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SMITH MOORE & CO | 02-13-2024 | 12-31-2023 | 410 | 848,723,367 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FREEPORT-MCMORAN INC | CL B | 351 | $416,913 | 9,794 | 0.00 | 0.00 | -980 | -9.10 | 12-31-2023 |
| VANGUARD WORLD FD | MEGA CAP INDEX | 352 | $416,767 | 2,462 | 0.00 | 0.00 | -324 | -11.63 | 12-31-2023 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 353 | $410,765 | 5,585 | 0.00 | 0.00 | -239 | -4.10 | 12-31-2023 |
| BECTON DICKINSON & CO | COM | 354 | $409,647 | 1,680 | 0.00 | 0.00 | -135 | -7.44 | 12-31-2023 |
