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 |
|---|---|---|---|---|---|---|---|---|---|
| JOHNSON & JOHNSON | COM | 51 | $158,291 | 1,083 | 0.00 | 0.00 | 147 | 15.71 | 06-30-2024 |
| SALESFORCE INC | COM | 52 | $148,347 | 577 | 0.00 | 0.01 | -26,885 | -97.90 | 06-30-2024 |
| ISHARES TR | IBONDS OCT 2030 | 53 | $146,555 | 5,685 | 0.00 | 5,685 | +Inf | 06-30-2024 | |
| PROCTER AND GAMBLE CO | COM | 54 | $133,255 | 808 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
