Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 07-12-2024 | 06-30-2024 | 87 | 259,903,969 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | PFD AND INCM SEC | 51 | $691,418 | 21,915 | 0.00 | 21,915 | +Inf | 06-30-2024 | |
| JOHNSON & JOHNSON | COM | 52 | $686,806 | 4,699 | 0.00 | 0.00 | -26 | -0.55 | 06-30-2024 |
| AMERIPRISE FINL INC | COM | 53 | $686,067 | 1,606 | 0.00 | 0.00 | -127 | -7.33 | 06-30-2024 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 54 | $674,660 | 2,522 | 0.00 | 0.00 | 117 | 4.86 | 06-30-2024 |
