Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PITTENGER & ANDERSON INC | 05-02-2024 | 03-31-2024 | 426 | 2,461,772,471 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CHUBB LIMITED | COM | 51 | $14,640,845 | 56,500 | 0.00 | 0.00 | -1,181 | -2.05 | 03-31-2024 |
| THERMO FISHER SCIENTIFIC INC | COM | 52 | $14,406,453 | 24,787 | 0.00 | 0.00 | 1,945 | 8.52 | 03-31-2024 |
| SELECT SECTOR SPDR TR | ENERGY | 53 | $14,114,201 | 149,499 | 0.00 | 0.00 | -350 | -0.23 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 54 | $13,529,321 | 166,147 | 0.00 | 0.00 | 1,743 | 1.06 | 03-31-2024 |
