Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SWAINE & LEIDEL WEALTH SERVICES LLC | 05-17-2022 | 03-31-2022 | 61 | 2,167,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WISDOMTREE TR | EMG MKTS SMCAP | 1 | $4,923,000 | 4,923 | 3.79 | 4,923 | +Inf | 03-31-2022 | |
| UNITEDHEALTH GROUP INC | COM | 2 | $4,479,000 | 4,479 | 3.44 | 4,479 | +Inf | 03-31-2022 | |
| UGI CORP NEW | COM | 3 | $4,278,000 | 4,278 | 3.29 | 4.11 | -104,975 | -96.08 | 03-31-2022 |
| SPDR S&P 500 ETF TR | TR UNIT | 4 | $4,266,000 | 4,266 | 3.28 | 4,266 | +Inf | 03-31-2022 |
