Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BRUCE G ALLEN INVESTMENTS LLC | 04-10-2024 | 03-31-2024 | 961 | 121,617,858 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| REXFORD INDL RLTY INC COM | REIT | 751 | $1,308 | 26 | 0.00 | 26 | +Inf | 03-31-2024 | |
| CURTISS WRIGHT CORP COM | Stock | 752 | $1,280 | 5 | 0.00 | 5 | +Inf | 03-31-2024 | |
| REGAL REXNORD CORPORATION COM | Stock | 753 | $1,261 | 7 | 0.00 | 7 | +Inf | 03-31-2024 | |
| LITHIUM AMERS CORP NEW COM SHS | Stock | 754 | $1,243 | 185 | 0.00 | 185 | +Inf | 03-31-2024 |
