Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SILVERLAKE WEALTH MANAGEMENT LLC | 04-18-2024 | 03-31-2024 | 242 | 196,497,137 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | COM | 1 | $16,983,035 | 40,367 | 0.01 | 0.01 | 292 | 0.73 | 03-31-2024 |
| APPLE INC | COM | 2 | $8,495,124 | 49,540 | 0.00 | 0.01 | -4,411 | -8.18 | 03-31-2024 |
| PROCTER AND GAMBLE CO | COM | 3 | $6,051,035 | 37,295 | 0.00 | 0.00 | 228 | 0.62 | 03-31-2024 |
| INTERNATIONAL BUSINESS MACHS | COM | 4 | $4,562,827 | 23,894 | 0.00 | 0.00 | -233 | -0.97 | 03-31-2024 |
