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 |
|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | ETF | 251 | $15,079 | 278 | 0.00 | 278 | +Inf | 03-31-2024 | |
| FIRST TRUST PREFERRED SECURITIES & INCOME ETF | ETF | 252 | $14,549 | 840 | 0.00 | 840 | +Inf | 03-31-2024 | |
| CHIPOTLE MEXICAN GRILL INC COM | Stock | 253 | $14,534 | 5 | 0.00 | 5 | +Inf | 03-31-2024 | |
| CARRIER GLOBAL CORPORATION COM | Stock | 254 | $14,358 | 247 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
