Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PETTYJOHN WOOD & WHITE INC | 02-14-2024 | 12-31-2023 | 180 | 461,790,607 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | COM | 1 | $28,071,692 | 74,651 | 0.01 | 0.01 | -646 | -0.86 | 12-31-2023 |
| APPLE INC | COM | 2 | $25,057,010 | 130,146 | 0.01 | 0.01 | 1,470 | 1.14 | 12-31-2023 |
| SPDR S&P 500 ETF TR | TR UNIT | 3 | $21,891,828 | 46,058 | 0.00 | 0.00 | 126 | 0.27 | 12-31-2023 |
| PROCTER AND GAMBLE CO | COM | 4 | $12,800,563 | 87,352 | 0.00 | 0.00 | -1 | -0.00 | 12-31-2023 |
