Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| DOLIVER ADVISORS LP | 10-05-2023 | 09-30-2023 | 146 | 332,086,220 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PROCTER AND GAMBLE CO | COM | 51 | $1,352,072 | 9,270 | 0.00 | 0.00 | 30 | 0.32 | 09-30-2023 |
| HOME DEPOT INC | COM | 52 | $1,322,554 | 4,377 | 0.00 | 0.00 | 50 | 1.16 | 09-30-2023 |
| SALESFORCE INC | COM | 53 | $1,315,028 | 6,485 | 0.00 | 0.00 | -148 | -2.23 | 09-30-2023 |
| CHEVRON CORP NEW | COM | 54 | $1,263,996 | 7,496 | 0.00 | 0.00 | 51 | 0.69 | 09-30-2023 |
