Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| JOURNEY ADVISORY GROUP LLC | 05-09-2024 | 03-31-2024 | 237 | 811,412,770 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P MCP ETF | 1 | $44,852,291 | 738,431 | 0.01 | 0.01 | 596,534 | 420.40 | 03-31-2024 |
| MICROSOFT CORP | COM | 2 | $34,728,657 | 82,546 | 0.00 | 0.00 | 176 | 0.21 | 03-31-2024 |
| PROCTER AND GAMBLE CO | COM | 3 | $30,963,402 | 190,838 | 0.00 | 0.00 | 4,096 | 2.19 | 03-31-2024 |
| APPLE INC | COM | 4 | $29,229,356 | 170,453 | 0.00 | 0.00 | -250 | -0.15 | 03-31-2024 |
