Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TRIAGEN WEALTH MANAGEMENT LLC | 04-23-2024 | 03-31-2024 | 160 | 241,026,538 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FRANKLIN TEMPLETON ETF TR | INTL COR DIV TIL | 1 | $14,793,013 | 459,553 | 0.01 | 0.01 | 46,501 | 11.26 | 03-31-2024 |
| APPLE INC | COM | 2 | $12,803,287 | 74,663 | 0.01 | 0.01 | 3,045 | 4.25 | 03-31-2024 |
| VANGUARD INDEX FDS | MID CAP ETF | 3 | $11,026,072 | 44,129 | 0.00 | 0.00 | 5,438 | 14.05 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 4 | $8,644,749 | 93,235 | 0.00 | 0.00 | 2,096 | 2.30 | 03-31-2024 |
