Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PARCION PRIVATE WEALTH LLC | 04-24-2024 | 03-31-2024 | 278 | 1,136,067,019 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PFIZER INC | COM | 201 | $538,433 | 19,403 | 0.00 | 0.00 | -32 | -0.16 | 03-31-2024 |
| TESLA INC | COM | 202 | $533,080 | 3,032 | 0.00 | 0.00 | -102 | -3.25 | 03-31-2024 |
| DOMINION ENERGY INC | COM | 203 | $526,136 | 10,696 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| AMERICAN ELEC PWR CO INC | COM | 204 | $526,071 | 6,110 | 0.00 | 0.00 | -48 | -0.78 | 03-31-2024 |
