Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HAZLETT BURT & WATSON INC | 04-29-2024 | 03-31-2024 | 6701 | 166,849,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DEXCOM INC | COM | 501 | $17,000 | 127 | 0.01 | 0.01 | 0 | 0.00 | 03-31-2024 |
| BANK NEW YORK MELLON CORP | COM | 502 | $17,000 | 298 | 0.01 | 0.01 | 0 | 0.00 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 503 | $16,000 | 330 | 0.01 | 0.01 | 0 | 0.00 | 03-31-2024 |
| PROSHARES TR | PSHS ULTRUSS2000 | 504 | $16,000 | 400 | 0.01 | 400 | +Inf | 03-31-2024 |
