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 |
|---|---|---|---|---|---|---|---|---|---|
| GE AEROSPACE COM NEW | Stock | 201 | $31,595 | 180 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF | ETF | 202 | $31,310 | 660 | 0.00 | 0.00 | 123 | 22.91 | 03-31-2024 |
| ALPHABET INC CAP STK CL C | Stock | 203 | $30,452 | 200 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES U.S. TREASURY BOND ETF | ETF | 204 | $30,352 | 1,333 | 0.00 | 1,333 | +Inf | 03-31-2024 |
