Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MADISON WEALTH MANAGEMENT | 11-07-2023 | 09-30-2023 | 151 | 475,800,623 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | 51 | $3,287,954 | 7,657 | 0.00 | 0.00 | -132 | -1.69 | 09-30-2023 |
| VANGUARD WORLD FDS | INF TECH ETF | 52 | $3,138,304 | 7,564 | 0.00 | 0.00 | -167 | -2.16 | 09-30-2023 |
| BECTON DICKINSON & CO | COM | 53 | $2,919,229 | 11,292 | 0.00 | 0.00 | -72 | -0.63 | 09-30-2023 |
| LINDE PLC | SHS | 54 | $2,911,405 | 7,819 | 0.00 | 7,819 | +Inf | 09-30-2023 |
