Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ABERDEEN WEALTH MANAGEMENT LLC | 11-10-2023 | 09-30-2023 | 161 | 132,733,429 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD ADMIRAL FDS INC | MIDCP 400 VAL | 1 | $9,775,440 | 125,464 | 0.01 | 0.01 | -125 | -0.10 | 09-30-2023 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 2 | $5,990,740 | 38,555 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| APPLE INC | COM | 3 | $5,636,829 | 32,923 | 0.00 | 0.00 | 500 | 1.54 | 09-30-2023 |
| MICROSOFT CORP | COM | 4 | $4,623,645 | 14,643 | 0.00 | 0.00 | -99 | -0.67 | 09-30-2023 |
