Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MIDWEST PROFESSIONAL PLANNERS LTD | 02-09-2024 | 12-31-2023 | 129 | 250,858,804 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| EDWARDS LIFESCIENCES CORP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 4,101 | 15.30 | 12-31-2023 |
| FISERV INC | COM | 52 | $1,997,043 | 15,033 | 0.00 | 0.00 | 1,013 | 7.23 | 12-31-2023 |
| VISA INC | COM CL A | 53 | $1,980,454 | 7,607 | 0.00 | 0.00 | 481 | 6.75 | 12-31-2023 |
| ORACLE CORP | COM | 54 | $1,967,369 | 18,660 | 0.00 | 0.00 | 823 | 4.61 | 12-31-2023 |
