Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WADE G W & INC | 02-07-2024 | 12-31-2023 | 417 | 3,078,733,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| EMERSON ELEC CO | COM | 201 | $1,533,000 | 15,750 | 0.05 | 0.06 | -255 | -1.59 | 12-31-2023 |
| INTUIT | COM | 202 | $1,484,000 | 2,374 | 0.05 | 0.02 | 1,144 | 93.01 | 12-31-2023 |
| SCHWAB STRATEGIC TR | SCHWB FDT EMK LG | 203 | $1,464,000 | 53,926 | 0.05 | 0.05 | 3,474 | 6.89 | 12-31-2023 |
| SPDR SER TR | BBG CONV SEC ETF | 204 | $1,428,000 | 19,790 | 0.05 | 0.04 | 2,870 | 16.96 | 12-31-2023 |
