Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| NAPLES GLOBAL ADVISORS LLC | 04-29-2024 | 03-31-2024 | 408 | 976,911,542 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | AGGRES ALLOC ETF | 451 | $225,449 | 3,069 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| OTIS WORLDWIDE CORP | COM | 452 | $224,847 | 2,265 | 0.00 | 2,265 | +Inf | 03-31-2024 | |
| IRON MTN INC DEL | COM | 453 | $222,365 | 2,750 | 0.00 | 2,750 | +Inf | 03-31-2024 | |
| FLEXSHARES TR | MORNSTAR UPSTR | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
