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 |
|---|---|---|---|---|---|---|---|---|---|
| TEXAS INSTRS INC | COM | 351 | $438,000 | 2,570 | 0.01 | 0.02 | -392 | -13.23 | 12-31-2023 |
| AFLAC INC | COM | 352 | $431,000 | 5,221 | 0.01 | 0.01 | 20 | 0.38 | 12-31-2023 |
| PINTEREST INC | CL A | 353 | $430,000 | 11,601 | 0.01 | 0.01 | 0 | 0.00 | 12-31-2023 |
| AIR PRODS & CHEMS INC | COM | 354 | $428,000 | 1,562 | 0.01 | 0.02 | 5 | 0.32 | 12-31-2023 |
