Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GLASS JACOBSON INVESTMENT ADVISORS LLC | 04-26-2024 | 03-31-2024 | 753 | 266,265,004 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VEEVA SYS INC | CL A COM | 401 | $46,338 | 200 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| HANCOCK JOHN PFD INCOME FD I | COM | 402 | $46,119 | 2,790 | 0.00 | 0.00 | 175 | 6.69 | 03-31-2024 |
| AEROVIRONMENT INC | COM | 403 | $45,984 | 300 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| FEDEX CORP | COM | 404 | $45,490 | 157 | 0.00 | 0.00 | -98 | -38.43 | 03-31-2024 |
