Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HAZLETT BURT & WATSON INC | 04-29-2024 | 03-31-2024 | 6701 | 166,849,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | JPMORGAN USD EMG | 801 | $2,000 | 19 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | GLOBAL REIT ETF | 802 | $2,000 | 100 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | ESG AWR MSCI USA | Liquidated | $2,000 | 18 | 0.00 | 0.00 | 18 | +Inf | 03-31-2024 |
| XCEL ENERGY INC | COM | Liquidated | $0 | 0 | 0.00 | 34 | +Inf | 12-31-2023 |
