Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BARD FINANCIAL SERVICES INC | 05-06-2024 | 03-31-2024 | 234 | 941,482,236 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FREEPORT-MCMORAN INC CL B | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 8,000 | +Inf | 12-31-2023 | |
| WARNER BROS DISCOVERY INC COM SER A | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 27,185 | +Inf | 12-31-2023 | |
| ROCHE HOLDING AG BASEL AKT | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 1,000 | +Inf | 12-31-2023 | |
| CHUBB LTD COM ISIN#CH0044328745 | COM | 654 | $292,817 | 1,130 | 0.00 | 0.00 | 40 | 3.67 | 03-31-2024 |
