Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PLATFORM TECHNOLOGY PARTNERS | 02-13-2024 | 12-31-2023 | 207 | 257,341,324 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ELI LILLY & CO | COM | 51 | $1,541,721 | 2,091 | 0.00 | 0.00 | -60 | -2.79 | 12-31-2023 |
| SALESFORCE INC | COM | 52 | $1,531,990 | 5,332 | 0.00 | 0.00 | 859 | 19.20 | 12-31-2023 |
| WILLIAMS COS INC | COM | 53 | $1,501,615 | 43,462 | 0.00 | 0.00 | 4,944 | 12.84 | 12-31-2023 |
| WALMART INC | COM | 54 | $1,499,554 | 8,805 | 0.00 | 0.00 | -126 | -1.41 | 12-31-2023 |
