Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| OBSIDIAN PERSONAL PLANNING SOLUTIONS LLC | 07-25-2024 | 06-30-2024 | 97 | 163,848,588 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PPG INDS INC | COM | 51 | $370,746 | 2,945 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| BANK AMERICA CORP | COM | 52 | $365,367 | 9,187 | 0.00 | 0.00 | 19 | 0.21 | 06-30-2024 |
| AON PLC | SHS CL A | Liquidated | $0 | 0 | 0.00 | 1,058 | +Inf | 03-31-2024 | |
| VANGUARD INDEX FDS | SMALL CP ETF | 54 | $362,819 | 1,664 | 0.00 | 0.00 | -25 | -1.48 | 06-30-2024 |
