Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CONSOLIDATED PLANNING CORP | 05-02-2024 | 03-31-2024 | 182 | 584,809,804 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AT&T INC | COM | 51 | $4,065,565 | 230,998 | 0.00 | 0.00 | 220,157 | 2030.78 | 03-31-2024 |
| ISHARES TR | CORE MSCI EAFE | 52 | $4,050,111 | 54,569 | 0.00 | 0.00 | 46,721 | 595.32 | 03-31-2024 |
| JANUS DETROIT STR TR | HENDRSON AAA CL | 53 | $4,013,991 | 79,109 | 0.00 | 0.00 | -4,033 | -4.85 | 03-31-2024 |
| DARDEN RESTAURANTS INC | COM | 54 | $3,930,418 | 23,514 | 0.00 | 23,514 | +Inf | 03-31-2024 |
