Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ABUNDANCE WEALTH COUNSELORS | 04-19-2024 | 03-31-2024 | 137 | 434,448,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FORD MTR CO DEL | COM | 51 | $1,588,000 | 119,551 | 0.37 | 0.32 | 18,564 | 18.38 | 03-31-2024 |
| NEXTERA ENERGY PARTNERS LP | COM UNIT PART IN | 52 | $1,527,000 | 50,753 | 0.35 | 0.28 | 15,737 | 44.94 | 03-31-2024 |
| JOHNSON & JOHNSON | COM | 53 | $1,523,000 | 9,629 | 0.35 | 0.39 | 144 | 1.52 | 03-31-2024 |
| DEERE & CO | COM | 54 | $1,472,000 | 3,583 | 0.34 | 0.36 | 135 | 3.92 | 03-31-2024 |
