Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| INVESTMENT RESEARCH & ADVISORY GROUP INC | 04-17-2024 | 03-31-2024 | 211 | 217,255,167 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DANAHER CORP | COM | 51 | $1,185,920 | 4,749 | 0.00 | 4,749 | +Inf | 03-31-2024 | |
| LAB CO OF AMER HLDG | COM NEW | Liquidated | $0 | 0 | 0.00 | 0.00 | -479 | -9.07 | 03-31-2024 |
| VANGUARD TOTAL INTERNTL STOCK ETF IV | VG TL INTL STK F | 53 | $1,080,262 | 17,915 | 0.00 | 0.00 | 455 | 2.61 | 03-31-2024 |
| CHOICE HOTELS INTL | COM | 54 | $1,010,553 | 7,998 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
