Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| VAN HULZEN ASSET MANAGEMENT LLC | 05-06-2024 | 03-31-2024 | 320 | 1,514,762,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| GARRETT MOTION INC | COM | 401 | $277,000 | 27,900 | 0.02 | 27,900 | +Inf | 03-31-2024 | |
| AT&T INC | COM | Liquidated | $0 | 0 | 0.02 | 0.01 | 3,705 | 29.13 | 03-31-2024 |
| ARRAY TECHNOLOGIES INC | COM SHS | Liquidated | $0 | 0 | 0.02 | 0.03 | -500 | -2.98 | 03-31-2024 |
| ISHARES TR | ESG AW MSCI EAFE | 404 | $272,000 | 3,399 | 0.02 | 0.02 | -781 | -18.68 | 03-31-2024 |
