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 |
|---|---|---|---|---|---|---|---|---|---|
| INTERNATIONAL PAPER CO | COM | 401 | $319,000 | 8,816 | 0.01 | 0.02 | -3,364 | -27.62 | 12-31-2023 |
| FIRSTCASH HOLDINGS INC | COM | 402 | $313,000 | 2,888 | 0.01 | 0.01 | 0 | 0.00 | 12-31-2023 |
| YUM BRANDS INC | COM | 403 | $307,000 | 2,353 | 0.01 | 0.01 | 3 | 0.13 | 12-31-2023 |
| VANGUARD INDEX FDS | GROWTH ETF | 404 | $306,000 | 984 | 0.01 | 0.01 | 0 | 0.00 | 12-31-2023 |
