Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
BURNEY CO/ | 02-12-2024 | 12-31-2023 | 678 | 2,375,901,236 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
EOG RES INC | COM | 551 | $424,621 | 3,511 | 0.00 | 0.00 | -1,540 | -30.49 | 12-31-2023 |
VMWARE INC | CL A COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -57 | -1.92 | 12-31-2023 |
NUVEEN PFD & INCOME OPPORTUN | COM | 553 | $417,092 | 61,700 | 0.00 | 61,700 | +Inf | 12-31-2023 | |
CROCS INC | COM | 554 | $415,114 | 4,444 | 0.00 | 0.00 | -1,369 | -23.55 | 12-31-2023 |