Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| DELTA FINANCIAL ADVISORS LLC | 01-31-2024 | 12-31-2023 | 116 | 230,633,646 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MCDONALDS CORP | COM | 51 | $1,607,677 | 5,422 | 0.00 | 0.00 | -250 | -4.41 | 12-31-2023 |
| OMNICOM GROUP INC | COM | 52 | $1,599,851 | 18,493 | 0.00 | 0.00 | -325 | -1.73 | 12-31-2023 |
| UNITEDHEALTH GROUP INC | COM | 53 | $1,594,984 | 3,030 | 0.00 | 0.00 | -791 | -20.70 | 12-31-2023 |
| BROADCOM INC | COM | 54 | $1,558,676 | 1,396 | 0.00 | 0.00 | 693 | 98.58 | 12-31-2023 |
