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 |
|---|---|---|---|---|---|---|---|---|---|
| CAMPBELL SOUP CO | COM | 501 | $212,000 | 4,901 | 0.01 | 0.01 | 0 | 0.00 | 12-31-2023 |
| ALLSTATE CORP | COM | 502 | $212,000 | 1,516 | 0.01 | 1,516 | +Inf | 12-31-2023 | |
| SPDR SER TR | PORTFOLI S&P1500 | 503 | $211,000 | 3,610 | 0.01 | 3,610 | +Inf | 12-31-2023 | |
| INVESCO EXCHANGE TRADED FD T | WATER RES ETF | 504 | $209,000 | 3,428 | 0.01 | 3,428 | +Inf | 12-31-2023 |
