Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LINDENWOLD ADVISORS INC | 05-09-2024 | 03-31-2024 | 117 | 186,984,325 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD STAR FDS | VG TL INTL STK F | 1 | $15,955,199 | 264,597 | 0.01 | 0.01 | 27,497 | 11.60 | 03-31-2024 |
| ISHARES TR | NATIONAL MUN ETF | 2 | $11,334,046 | 105,335 | 0.01 | 0.01 | 22,872 | 27.74 | 03-31-2024 |
| MICROSOFT CORP | COM | 3 | $8,215,399 | 19,527 | 0.00 | 0.00 | -1,030 | -5.01 | 03-31-2024 |
| APPLE INC | COM | 4 | $6,990,211 | 40,764 | 0.00 | 0.00 | -1,272 | -3.03 | 03-31-2024 |
