Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PRECEDENT WEALTH PARTNERS LLC | 04-23-2024 | 03-31-2024 | 133 | 232,693,622 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | TOTAL STK MKT | 1 | $21,239,824 | 81,723 | 0.01 | 0.01 | 1,223 | 1.52 | 03-31-2024 |
| ISHARES TR | CORE S&P MCP ETF | 2 | $13,365,584 | 220,046 | 0.01 | 0.01 | 178,409 | 428.49 | 03-31-2024 |
| WISDOMTREE TR | US MIDCAP DIVID | 3 | $12,534,174 | 257,006 | 0.01 | 0.01 | 7,483 | 3.00 | 03-31-2024 |
| ISHARES TR | CORE S&P500 ETF | 4 | $11,079,476 | 21,074 | 0.00 | 0.00 | 652 | 3.19 | 03-31-2024 |
