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 |
|---|---|---|---|---|---|---|---|---|---|
| AMAZON COM INC COM | Stock | 151 | $60,247 | 334 | 0.00 | 0.00 | 100 | 42.74 | 03-31-2024 |
| SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | ETF | 152 | $59,664 | 150 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES CORE S&P U.S. GROWTH ETF | ETF | 153 | $55,206 | 471 | 0.00 | 0.00 | -522 | -52.57 | 03-31-2024 |
| MONDELEZ INTL INC CL A | Stock | 154 | $53,270 | 761 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
