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 |
