Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FIRST NATIONAL BANK OF MOUNT DORA TRUST INVESTMENT SERVICES | 04-09-2024 | 03-31-2024 | 228 | 410,791,302 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PFIZER INC | COM | 51 | $3,329,583 | 119,985 | 0.00 | 0.00 | 16,775 | 16.25 | 03-31-2024 |
| OREILLY AUTOMOTIVE INC | COM | 52 | $3,322,293 | 2,943 | 0.00 | 0.00 | -265 | -8.26 | 03-31-2024 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 53 | $3,220,420 | 12,391 | 0.00 | 0.00 | 371 | 3.09 | 03-31-2024 |
| MCDONALDS CORP | COM | 54 | $3,192,237 | 11,322 | 0.00 | 0.00 | 598 | 5.58 | 03-31-2024 |
