Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MELFA WEALTH MANAGEMENT INC | 04-23-2024 | 03-31-2024 | 195 | 138,528,578 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 1 | $10,555,538 | 330,377 | 0.01 | 0.01 | 17,251 | 5.51 | 03-31-2024 |
| PUTNAM MUN OPPORTUNITIES TR | SH BEN INT | 2 | $4,900,886 | 482,371 | 0.00 | 0.00 | -2,596 | -0.54 | 03-31-2024 |
| BLACKROCK INCOME TR INC | COM NEW | 3 | $4,448,728 | 373,843 | 0.00 | 0.00 | 20,750 | 5.88 | 03-31-2024 |
| EATON VANCE MUNI INCOME TRUS | SH BEN INT | 4 | $4,314,313 | 420,909 | 0.00 | 0.00 | -10,820 | -2.51 | 03-31-2024 |
