Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WIDMANN FINANCIAL SERVICES INC | 08-14-2024 | 06-30-2024 | 134 | 122,929,969 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DOMINION ENERGY INC | COM | 101 | $185,220 | 3,780 | 0.00 | 3,780 | +Inf | 06-30-2024 | |
| BLACKROCK ENHANCED EQUITY DI | COM | 102 | $183,564 | 22,468 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| CANADIAN NATL RY CO | COM | 103 | $171,289 | 1,450 | 0.00 | 1,450 | +Inf | 06-30-2024 | |
| AMAZON COM INC | COM | 104 | $170,447 | 882 | 0.00 | 882 | +Inf | 06-30-2024 |
