Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TRAJAN WEALTH LLC | 07-26-2024 | 06-30-2024 | 168 | 1,558,265,666 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MCDONALDS CORP | COM | 101 | $2,603,655 | 10,217 | 0.00 | 0.00 | 1,746 | 20.61 | 06-30-2024 |
| AMERICAN EXPRESS CO | COM | 102 | $2,506,088 | 10,823 | 0.00 | 0.00 | 1,388 | 14.71 | 06-30-2024 |
| AUTOMATIC DATA PROCESSING IN | COM | 103 | $2,187,837 | 9,166 | 0.00 | 0.00 | 1,244 | 15.70 | 06-30-2024 |
| ISHARES TR | JPMORGAN USD EMG | 104 | $1,994,812 | 22,545 | 0.00 | 0.00 | -955 | -4.06 | 06-30-2024 |
