Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TRIANGLE SECURITIES WEALTH MANAGEMENT | 04-04-2024 | 03-31-2024 | 193 | 350,820,873 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 1 | $13,280,484 | 163,091 | 0.00 | 0.00 | 2,091 | 1.30 | 03-31-2024 |
| MICROSOFT CORP | COM | 2 | $12,073,151 | 28,696 | 0.00 | 0.00 | -108 | -0.37 | 03-31-2024 |
| VANGUARD WORLD FD | INF TECH ETF | 3 | $11,561,697 | 22,050 | 0.00 | 0.00 | -665 | -2.93 | 03-31-2024 |
| SPDR SER TR | S&P 600 SMCP VAL | 4 | $10,283,486 | 123,942 | 0.00 | 0.00 | 726 | 0.59 | 03-31-2024 |
