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 |
|---|---|---|---|---|---|---|---|---|---|
| BANNER CORP COM NEW | Stock | 851 | $528 | 11 | 0.00 | 11 | +Inf | 03-31-2024 | |
| PROSPERITY BANCSHARES INC COM | Stock | 852 | $526 | 8 | 0.00 | 8 | +Inf | 03-31-2024 | |
| FIRST INDL RLTY TR INC COM | REIT | 853 | $525 | 10 | 0.00 | 10 | +Inf | 03-31-2024 | |
| FORTREA HLDGS INC COMMON STOCK | Stock | 854 | $522 | 13 | 0.00 | 13 | +Inf | 03-31-2024 |
