Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WOLFF FINANCIAL MANAGEMENT LLC | 04-24-2024 | 03-31-2024 | 97 | 343,062,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| COCA COLA CO | COM | 51 | $764,000 | 12,495 | 0.22 | 0.23 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | 0-5YR INVT GR CP | 52 | $759,000 | 15,417 | 0.22 | 0.23 | 75 | 0.49 | 03-31-2024 |
| VISA INC | COM CL A | 53 | $727,000 | 2,603 | 0.21 | 0.21 | 0 | 0.00 | 03-31-2024 |
| PRINCIPAL FINANCIAL GROUP IN | COM | 54 | $675,000 | 7,815 | 0.20 | 0.19 | 0 | 0.00 | 03-31-2024 |
