Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CARDINAL STRATEGIC WEALTH GUIDANCE | 07-22-2024 | 06-30-2024 | 77 | 277,386,371 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | COM | 51 | $412,624 | 3,340 | 0.00 | 0.00 | 3,006 | 900.00 | 06-30-2024 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 52 | $375,050 | 1,402 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| ADVANCED MICRO DEVICES INC | COM | 53 | $357,187 | 2,202 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| MASTERCARD INCORPORATED | CL A | 54 | $344,988 | 782 | 0.00 | 0.00 | -23 | -2.86 | 06-30-2024 |
