Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BRUCE G ALLEN INVESTMENTS LLC | 04-10-2024 | 03-31-2024 | 961 | 121,617,858 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| LYONDELLBASELL INDUSTRIES N V SHS - A - | Stock | 401 | $16,467 | 161 | 0.00 | 161 | +Inf | 03-31-2024 | |
| ROYALTY PHARMA PLC SHS CLASS A | Stock | 402 | $16,430 | 541 | 0.00 | 541 | +Inf | 03-31-2024 | |
| QORVO INC COM | Stock | 403 | $16,421 | 143 | 0.00 | 143 | +Inf | 03-31-2024 | |
| CENTERPOINT ENERGY INC COM | Stock | 404 | $16,410 | 576 | 0.00 | 576 | +Inf | 03-31-2024 |
