Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MCGLONE SUTTNER WEALTH MANAGEMENT INC | 04-18-2024 | 03-31-2024 | 167 | 533,087,834 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| 3M CO | COM | 151 | $254,154 | 2,396 | 0.00 | 0.00 | 341 | 16.59 | 03-31-2024 |
| GLOBAL X FDS | NASDAQ 100 COVER | 152 | $253,248 | 14,140 | 0.00 | 0.00 | 14 | 0.10 | 03-31-2024 |
| VANGUARD INDEX FDS | VALUE ETF | 153 | $251,093 | 1,542 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| HANCOCK JOHN PFD INCOME FD | SH BEN INT | 154 | $246,416 | 14,818 | 0.00 | 0.00 | 9 | 0.06 | 03-31-2024 |
