Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BARD FINANCIAL SERVICES INC | 05-06-2024 | 03-31-2024 | 234 | 941,482,236 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DUKE ENERGY CORP NEW COM NEW | COM | 501 | $582,678 | 6,025 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| CROWN CASTLE INC COM | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 6,310 | +Inf | 12-31-2023 | |
| BRITISH AMERN TOB PLC SPONSORED ADR ISIN#US1104481072 | COM ADR | 503 | $579,500 | 19,000 | 0.00 | 19,000 | +Inf | 03-31-2024 | |
| VEEVA SYS INC CL A COM | COM | 504 | $579,225 | 2,500 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
