Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
FIRST NATIONAL TRUST CO 01-18-2024 12-31-2023 608 2,277,596,237
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
APPLE INC COM 1 $119,480,459 620,581 0.01 0.01 -38,795 -5.88 12-31-2023
SPDR SER TR PRTFLO S&P500 VL 2 $107,248,859 2,299,997 0.00 0.00 1,413,786 159.53 12-31-2023
SPDR SER TR PRTFLO S&P500 GW 3 $98,907,659 1,520,253 0.00 0.00 799,660 110.97 12-31-2023
MICROSOFT CORP COM 4 $89,031,605 236,761 0.00 0.00 -16,204 -6.41 12-31-2023
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