Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WUNDERLICH CAPITAL MANAGEMNT | 02-15-2024 | 12-31-2023 | 101 | 222,417,098 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Iqvia Holdings | COM | 51 | $2,205,514 | 9,532 | 0.00 | 0.94 | 7,631 | 401.42 | 12-31-2023 |
| Boeing | COM | 52 | $2,148,099 | 8,241 | 0.00 | 0.78 | 6,663 | 422.24 | 12-31-2023 |
| Agilent | COM | 53 | $2,142,591 | 15,411 | 0.00 | 0.96 | 13,460 | 689.90 | 12-31-2023 |
| Kroger | COM | 54 | $2,030,027 | 44,411 | 0.00 | 0.21 | 43,983 | 10276.40 | 12-31-2023 |
