Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SS&H FINANCIAL ADVISORS INC | 05-09-2024 | 03-31-2024 | 115 | 240,090,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | ETF | 51 | $1,672,000 | 12,675 | 0.70 | 12,675 | +Inf | 03-31-2024 | |
| DEERE & CO | COM | 52 | $1,613,000 | 3,929 | 0.67 | 0.67 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | US AER DEF ETF | Liquidated | $0 | 0 | 0.68 | 0.00 | 10,775 | 567.11 | 03-31-2024 |
| NORFOLK SOUTHN CORP | COM | 54 | $1,452,000 | 5,700 | 0.60 | 0.57 | 0 | 0.00 | 03-31-2024 |
