Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HEROLD ADVISORS INC | 05-10-2024 | 03-31-2024 | 265 | 413,413,965 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $16,490,556 | 96,159 | 0.00 | 0.00 | 3,897 | 4.22 | 03-31-2024 |
| MICROSOFT CORP | COM | 2 | $15,877,258 | 37,733 | 0.00 | 0.00 | -678 | -1.77 | 03-31-2024 |
| AMERICAN CENTY ETF TR | US EQT ETF | 3 | $13,255,830 | 148,109 | 0.00 | 0.00 | 13,851 | 10.32 | 03-31-2024 |
| NVIDIA CORPORATION | COM | 4 | $11,322,808 | 12,531 | 0.00 | 0.00 | -628 | -4.77 | 03-31-2024 |
