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 |
|---|---|---|---|---|---|---|---|---|---|
| KELLOGG CO COM | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 3,375 | +Inf | 12-31-2023 | |
| PHILLIPS 66 COM | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 1,670 | +Inf | 12-31-2023 | |
| FORD MTR CO DEL COM PAR $0 01 | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 14,330 | +Inf | 12-31-2023 | |
| VIATRIS INC COM | COM | 804 | $177,011 | 14,825 | 0.00 | 0.00 | -6,490 | -30.45 | 03-31-2024 |
