Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HIBERNIA WEALTH PARTNERS LLC | 05-07-2024 | 03-31-2024 | 89 | 147,544,397 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INTL EQUITY INDEX F | FTSE PACIFIC ETF | 101 | $202,664 | 2,666 | 0.00 | 2,666 | +Inf | 03-31-2024 | |
| VANGUARD INDEX FDS | GROWTH ETF | Liquidated | $201,883 | 587 | 0.00 | 0.00 | 587 | +Inf | 03-31-2024 |
| ALPS ETF TR | SECTR DIV DOGS | Liquidated | $0 | 0 | 0.00 | 3,988 | +Inf | 12-31-2023 | |
| EXXON MOBIL CORP | COM | Liquidated | $0 | 0 | 0.00 | 1,478 | +Inf | 12-31-2023 |
