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 |
|---|---|---|---|---|---|---|---|---|---|
| COLGATE PALMOLIVE CO | COM | 301 | $272,779 | 2,811 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| QUALCOMM INC | COM | 302 | $266,702 | 1,339 | 0.00 | 0.00 | 54 | 4.20 | 06-30-2024 |
| APPLIED MATLS INC | COM | 303 | $258,448 | 1,095 | 0.00 | 0.00 | -6 | -0.54 | 06-30-2024 |
| INVESCO PA VALUE MUN INC TR | COM | 304 | $257,217 | 23,685 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
