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 |
|---|---|---|---|---|---|---|---|---|---|
| MERCK & CO INC | COM | 51 | $3,397,003 | 27,440 | 0.00 | 0.00 | -190 | -0.69 | 06-30-2024 |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | 52 | $3,312,791 | 18,164 | 0.00 | 0.00 | -254 | -1.38 | 06-30-2024 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 53 | $3,311,832 | 32,842 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| PROCTER AND GAMBLE CO | COM | 54 | $3,120,349 | 18,921 | 0.00 | 0.00 | -439 | -2.27 | 06-30-2024 |
