Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GODSHALK WELSH CAPITAL MANAGEMENT INC | 05-15-2024 | 03-31-2024 | 121 | 148,815,860 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Clorox Company | COM | 101 | $417,225 | 2,725 | 0.00 | 0.00 | -100 | -3.54 | 03-31-2024 |
| Republic Services Inc | COM | 102 | $411,596 | 2,150 | 0.00 | 0.00 | -100 | -4.44 | 03-31-2024 |
| SPDR Portfolio High Yield Bond | ETF | 103 | $410,550 | 17,500 | 0.00 | 17,500 | +Inf | 03-31-2024 | |
| 3M Company | COM | 104 | $396,171 | 3,735 | 0.00 | 0.00 | 1,275 | 51.83 | 03-31-2024 |
