Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HENNION & WALSH ASSET MANAGEMENT INC | 03-29-2024 | 03-31-2024 | 840 | 1,870,499,468 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| KAMAN CORP | COM | 651 | $700,894 | 15,280 | 0.00 | 0.00 | 5,721 | 59.85 | 03-31-2024 |
| EVERGY INC | COM | 652 | $700,239 | 13,118 | 0.00 | 0.00 | -167 | -1.26 | 03-31-2024 |
| HANCOCK JOHN INVT TR II | COM | 653 | $699,123 | 53,004 | 0.00 | 0.00 | -104 | -0.20 | 03-31-2024 |
| SIMON PPTY GROUP INC NEW | COM | 654 | $697,163 | 4,455 | 0.00 | 0.00 | 1,576 | 54.74 | 03-31-2024 |
