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 |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN ELEC PWR CO INC | COM | 251 | $2,720 | 31 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| VANGUARD WORLD FD | ENERGY ETF | 252 | $2,679 | 21 | 0.00 | 0.00 | 20 | 2000.00 | 06-30-2024 |
| REDFIN CORP | COM | 253 | $2,650 | 441 | 0.00 | 0.00 | 411 | 1370.00 | 06-30-2024 |
| GALECTIN THERAPEUTICS INC | COM NEW | 254 | $2,260 | 1,000 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
