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 |
|---|---|---|---|---|---|---|---|---|---|
| CVS HEALTH CORP | COM | 51 | $18,662,000 | 236,351 | 0.61 | 0.60 | 6,790 | 2.96 | 12-31-2023 |
| EXTRA SPACE STORAGE INC | COM | 52 | $18,546,000 | 115,675 | 0.60 | 0.51 | 1,969 | 1.73 | 12-31-2023 |
| UNITED PARCEL SERVICE INC | CL B | 53 | $18,199,000 | 115,746 | 0.59 | 0.68 | -955 | -0.82 | 12-31-2023 |
| CISCO SYS INC | COM | 54 | $17,277,000 | 341,976 | 0.56 | 0.66 | 10,940 | 3.30 | 12-31-2023 |
