Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BRAGG FINANCIAL ADVISORS INC | 08-14-2024 | 06-30-2024 | 315 | 2,240,639,667 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CONSTELLATION ENERGY CORP | COM | 201 | $1,513,241 | 7,556 | 0.00 | 0.00 | -324 | -4.11 | 06-30-2024 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 202 | $1,507,265 | 30,969 | 0.00 | 0.00 | 1,747 | 5.98 | 06-30-2024 |
| BANK AMERICA CORP | COM | 203 | $1,492,449 | 37,527 | 0.00 | 0.00 | 1,666 | 4.65 | 06-30-2024 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 204 | $1,404,972 | 27,086 | 0.00 | 0.00 | 2,093 | 8.37 | 06-30-2024 |
