Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HARMONY ASSET MANAGEMENT LLC | 05-14-2024 | 03-31-2024 | 144 | 242,568,347 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DUKE ENERGY CORP NEW | COM NEW | 51 | $1,535,167 | 15,874 | 0.00 | 15,874 | +Inf | 03-31-2024 | |
| ISHARES TR | EXPND TEC SC ETF | 52 | $1,534,386 | 17,804 | 0.00 | 0.00 | 15,651 | 726.94 | 03-31-2024 |
| VERIZON COMMUNICATIONS INC | COM | 53 | $1,514,043 | 36,083 | 0.00 | 0.00 | -446 | -1.22 | 03-31-2024 |
| ISHARES TR | EXPANDED TECH | 54 | $1,506,978 | 17,673 | 0.00 | 0.00 | 15,311 | 648.22 | 03-31-2024 |
