Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| NAPLES GLOBAL ADVISORS LLC | 04-29-2024 | 03-31-2024 | 408 | 976,911,542 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AMAZON COM INC | COM | 51 | $5,412,735 | 30,007 | 0.00 | 0.00 | -817 | -2.65 | 03-31-2024 |
| KLA CORP | COM NEW | 52 | $5,379,244 | 7,700 | 0.00 | 0.00 | -140 | -1.79 | 03-31-2024 |
| SOUTHERN CO | COM | 53 | $5,317,774 | 74,126 | 0.00 | 0.00 | 1,304 | 1.79 | 03-31-2024 |
| GLOBAL X FDS | US PFD ETF | 54 | $5,232,677 | 259,557 | 0.00 | 0.00 | 71,123 | 37.74 | 03-31-2024 |
