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 |
|---|---|---|---|---|---|---|---|---|---|
| CONSTELLATION BRANDS INC | CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| BRISTOL-MYERS SQUIBB CO | COM | 252 | $313,000 | 7,537 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| VANECK ETF TRUST | HIGH YLD MUNIETF | 253 | $302,504 | 5,857 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL TEC | 254 | $302,371 | 8,248 | 0.00 | 0.00 | -461 | -5.29 | 06-30-2024 |
