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 |
|---|---|---|---|---|---|---|---|---|---|
| VALLEY NATL BANCORP | COM | 451 | $247,000 | 22,719 | 0.01 | 0.01 | -300 | -1.30 | 12-31-2023 |
| WARNER BROS DISCOVERY INC | COM SER A | 452 | $242,000 | 21,245 | 0.01 | 0.01 | -2,080 | -8.92 | 12-31-2023 |
| SPDR SER TR | PORTFOLIO S&P500 | 453 | $240,000 | 4,300 | 0.01 | 0.01 | 0 | 0.00 | 12-31-2023 |
| SPDR SER TR | PRTFLO S&P500 VL | 454 | $237,000 | 5,090 | 0.01 | 0.01 | 31 | 0.61 | 12-31-2023 |
