Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
LEAVELL INVESTMENT MANAGEMENT INC | 04-24-2024 | 03-31-2024 | 476 | 1,732,536,000 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
Berkshire Hathaway B New | CL B NEW | 51 | $9,493,000 | 22,575 | 0.55 | 0.51 | 155 | 0.69 | 03-31-2024 |
Vanguard Intl Divdend | INTL DVD ETF | 52 | $9,338,000 | 114,532 | 0.54 | 0.57 | 2,467 | 2.20 | 03-31-2024 |
iShares Core S&P 500 ETF | CORE S&P500 ETF | 53 | $9,100,000 | 17,310 | 0.53 | 0.53 | 14 | 0.08 | 03-31-2024 |
Goldman SCHS JST US LRG CP Eq ETF IV | JUST US LRG CP | 54 | $9,092,000 | 121,143 | 0.52 | 0.52 | 2,023 | 1.70 | 03-31-2024 |