Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TFC FINANCIAL MANAGEMENT INC | 07-22-2024 | 06-30-2024 | 969 | 570,231,158 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CORTEVA INC | COM | 101 | $294,461 | 5,459 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| PEPSICO INC | COM | 102 | $294,120 | 1,783 | 0.00 | 0.00 | 53 | 3.06 | 06-30-2024 |
| VANGUARD INDEX FDS | GROWTH ETF | 103 | $287,933 | 770 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| PFIZER INC | COM | 104 | $282,731 | 10,105 | 0.00 | 0.00 | -2,040 | -16.80 | 06-30-2024 |
