Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BRANDYWINE OAK PRIVATE WEALTH LLC | 07-30-2024 | 06-30-2024 | 227 | 973,799,087 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | ESG AWARE MSCI | 201 | $403,637 | 10,484 | 0.00 | 0.00 | 132 | 1.28 | 06-30-2024 |
| VANECK ETF TRUST | SHRT HGH YLD MUN | 202 | $399,461 | 17,857 | 0.00 | 0.00 | -397 | -2.17 | 06-30-2024 |
| ISHARES GOLD TR | ISHARES NEW | 203 | $395,370 | 9,000 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| BANK AMERICA CORP | COM | 204 | $394,519 | 9,920 | 0.00 | 0.00 | 314 | 3.27 | 06-30-2024 |
