Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FOUNDERS CAPITAL MANAGEMENT | 04-10-2024 | 03-31-2024 | 356 | 147,947,828 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PUBLIC STORAGE | COM | 51 | $246,551 | 850 | 0.00 | 0.00 | -136 | -13.79 | 03-31-2024 |
| ALPHABET INC | CAP STK CL A | 52 | $239,224 | 1,585 | 0.00 | 0.00 | 15 | 0.96 | 03-31-2024 |
| GLOBAL X FDS | LITHIUM BTRY ETF | 53 | $235,825 | 5,207 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| INTERNATIONAL BUSINESS MACHS | COM | 54 | $219,604 | 1,150 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
