Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MITCHELL MCLEOD PUGH & WILLIAMS INC | 05-01-2024 | 03-31-2024 | 304 | 415,656,449 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $25,111,607 | 146,440 | 0.01 | 0.01 | -3,294 | -2.20 | 03-31-2024 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 2 | $22,914,395 | 47,669 | 0.01 | 0.01 | 3,909 | 8.93 | 03-31-2024 |
| VANGUARD INDEX FDS | GROWTH ETF | 3 | $20,683,934 | 60,093 | 0.00 | 0.00 | 1,399 | 2.38 | 03-31-2024 |
| MICROSOFT CORP | COM | 4 | $15,764,379 | 37,470 | 0.00 | 0.00 | -731 | -1.91 | 03-31-2024 |
