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 |
|---|---|---|---|---|---|---|---|---|---|
| EDWARDS LIFESCIENCES CORP | COM | 551 | $13,000 | 141 | 0.01 | 0.04 | -564 | -80.00 | 03-31-2024 |
| BROWN FORMAN CORP | CL B | 552 | $13,000 | 250 | 0.01 | 0.01 | 0 | 0.00 | 03-31-2024 |
| BLOCK INC | CL A | 553 | $13,000 | 160 | 0.01 | 0.01 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | 3 7 YR TREAS BD | 554 | $13,000 | 111 | 0.01 | 0.01 | 0 | 0.00 | 03-31-2024 |
