Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BRADLEY & CO PRIVATE WEALTH MANAGEMENT LLC | 07-31-2024 | 06-30-2024 | 222 | 135,241,545 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| GENERAL DYNAMICS CORP | COM | 101 | $56,287 | 194 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| ISHARES TR | MSCI UK SM ETF | 102 | $54,455 | 1,534 | 0.00 | 0.00 | -698 | -31.27 | 06-30-2024 |
| VANGUARD INDEX FDS | MID CAP ETF | 103 | $53,262 | 220 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| INTERNATIONAL BUSINESS MACHS | COM | 104 | $52,749 | 305 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
