Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PITTENGER & ANDERSON INC | 05-02-2024 | 03-31-2024 | 426 | 2,461,772,471 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | GL CLEAN ENE ETF | 551 | $5,592 | 400 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| GREYSTONE HOUSING IMPACT INV | BEN UNIT CTF | Liquidated | $0 | 0 | 0.00 | 328 | +Inf | 03-31-2024 | |
| SCHWAB STRATEGIC TR | INTL SCEQT ETF | 553 | $5,370 | 150 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| TRUMP MEDIA & TECHNOLOGY GRO | COM | 554 | $5,267 | 85 | 0.00 | 85 | +Inf | 03-31-2024 |
