Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KESLER NORMAN & WRIDE LLC | 04-19-2024 | 03-31-2024 | 153 | 471,231,053 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PEPSICO INC | COM | 51 | $3,479,159 | 19,877 | 0.00 | 0.00 | -1,359 | -6.40 | 03-31-2024 |
| BROADCOM INC | COM | 52 | $3,351,294 | 2,528 | 0.00 | 0.00 | 2,050 | 428.87 | 03-31-2024 |
| VISA INC | COM CL A | 53 | $3,111,342 | 11,146 | 0.00 | 0.00 | 9,392 | 535.46 | 03-31-2024 |
| AMAZON COM INC | COM | 54 | $3,065,426 | 16,994 | 0.00 | 0.00 | 10,082 | 145.86 | 03-31-2024 |
