Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BIRCHCREEK WEALTH MANAGEMENT LLC | 08-02-2024 | 06-30-2024 | 151 | 177,637,479 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE HIGH DV ETF | 151 | $291,683 | 2,683 | 0.00 | 0.00 | -48 | -1.76 | 06-30-2024 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | Liquidated | $0 | 0 | 0.00 | 0.00 | -491 | -11.97 | 06-30-2024 |
| ISHARES TR | 0-3 MNTH TREASRY | Liquidated | $0 | 0 | 0.00 | 0.00 | 292 | 11.36 | 06-30-2024 |
| VISA INC | COM CL A | 154 | $287,667 | 1,096 | 0.00 | 0.00 | 9 | 0.83 | 06-30-2024 |
