Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
PATTON ALBERTSON MILLER GROUP LLC | 04-24-2024 | 03-31-2024 | 202 | 667,497,254 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
BANK AMERICA CORP | COM | 51 | $5,652,729 | 149,070 | 0.00 | 0.00 | 15,658 | 11.74 | 03-31-2024 |
DISNEY WALT CO | COM | 52 | $5,575,384 | 45,565 | 0.00 | 0.00 | 7,741 | 20.47 | 03-31-2024 |
ISHARES TR | U.S. TECH ETF | 53 | $5,489,085 | 40,642 | 0.00 | 0.00 | 26,787 | 193.34 | 03-31-2024 |
HP INC | COM | 54 | $5,343,804 | 176,830 | 0.00 | 0.00 | 22,771 | 14.78 | 03-31-2024 |