Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PDS PLANNING INC | 05-01-2024 | 03-31-2024 | 397 | 951,776,763 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SERVICENOW INC | COM | 51 | $2,437,393 | 3,197 | 0.00 | 0.00 | 56 | 1.78 | 03-31-2024 |
| VISA INC | COM CL A | 52 | $2,429,721 | 8,706 | 0.00 | 0.00 | 270 | 3.20 | 03-31-2024 |
| JOHNSON & JOHNSON | COM | 53 | $2,391,642 | 15,119 | 0.00 | 0.00 | 353 | 2.39 | 03-31-2024 |
| CINCINNATI FINL CORP | COM | 54 | $2,315,554 | 18,648 | 0.00 | 0.00 | -310 | -1.64 | 03-31-2024 |
