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 |
|---|---|---|---|---|---|---|---|---|---|
| SANOFI SPONSORED ADR | ADR | 51 | $308,464 | 6,347 | 0.00 | 6,347 | +Inf | 03-31-2024 | |
| MCDONALDS CORP COM | Stock | 52 | $307,889 | 1,092 | 0.00 | 1,092 | +Inf | 03-31-2024 | |
| CAPITAL GROUP DIVIDEND VALUE ETF | ETF | 53 | $298,740 | 9,192 | 0.00 | 9,192 | +Inf | 03-31-2024 | |
| WELLS FARGO CO NEW COM | Stock | 54 | $295,886 | 5,105 | 0.00 | 5,105 | +Inf | 03-31-2024 |
