Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MORTON BROWN FAMILY WEALTH LLC | 04-23-2024 | 03-31-2024 | 216 | 242,276,566 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF | ETF | 101 | $174,017 | 331 | 0.00 | 0.00 | 137 | 70.62 | 03-31-2024 |
| NORTHROP GRUMMAN CORP COM | Stock | 102 | $161,890 | 338 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| DISNEY WALT CO COM | Stock | 103 | $157,722 | 1,289 | 0.00 | 0.00 | -1 | -0.08 | 03-31-2024 |
| ISHARES MSCI ACWI EX U.S. ETF | ETF | 104 | $149,278 | 2,796 | 0.00 | 0.00 | -679 | -19.54 | 03-31-2024 |
