Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MOTCO | 02-09-2024 | 12-31-2023 | 914 | 1,559,984,134 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| TESLA INC | Com | 501 | $32,799 | 132 | 0.00 | 0.00 | -225 | -63.03 | 12-31-2023 |
| OTIS WORLWIDE CORPORATION | Com | 502 | $32,746 | 366 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| JANUS HENDERSON GROWTH INCOME FD CL T | Com | 503 | $32,679 | 474 | 0.00 | 0.00 | -329 | -40.97 | 12-31-2023 |
| VERALTO CORP | Com | 504 | $32,657 | 397 | 0.00 | 397 | +Inf | 12-31-2023 |
