Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| INDIE ASSET PARTNERS LLC | 05-10-2024 | 03-31-2024 | 86 | 112,370,043 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DNP SELECT INCOME FD INC | COM | 51 | $490,796 | 54,112 | 0.00 | 0.00 | 1,250 | 2.36 | 03-31-2024 |
| JPMORGAN CHASE & CO | COM | 52 | $466,855 | 2,331 | 0.00 | 0.00 | -47 | -1.98 | 03-31-2024 |
| PFIZER INC | COM | 53 | $454,223 | 16,368 | 0.00 | 0.00 | 204 | 1.26 | 03-31-2024 |
| CATERPILLAR INC | COM | 54 | $452,342 | 1,234 | 0.00 | 0.00 | 11 | 0.90 | 03-31-2024 |
