Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
TWIN CITY PRIVATE WEALTH LLC 08-14-2024 06-30-2024 92 105,875,171
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
JPMORGAN CHASE & CO. COM 1 $3,834,707 18,959 0.00 0.00 57 0.30 06-30-2024
COMCAST CORP NEW CL A 2 $2,954,233 75,440 0.00 0.00 5,471 7.82 06-30-2024
WELLS FARGO CO NEW COM 3 $2,884,483 48,568 0.00 0.00 912 1.91 06-30-2024
MICROSOFT CORP COM 4 $2,792,673 6,248 0.00 0.00 403 6.89 06-30-2024
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