Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WULFF HANSEN & CO | 05-02-2024 | 03-31-2024 | 90 | 100,153,532 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BLACKSTONE INC | COM | 1 | $7,845,022 | 59,717 | 0.01 | 0.01 | -50 | -0.08 | 03-31-2024 |
| VANGUARD WORLD FDS | INF TECH ETF | 2 | $4,935,612 | 9,413 | 0.00 | 0.01 | 40 | 0.43 | 03-31-2024 |
| MICROSOFT CORP | COM | 3 | $4,300,600 | 10,222 | 0.00 | 0.00 | -705 | -6.45 | 03-31-2024 |
| PROCTER AND GAMBLE CO | COM | 4 | $3,638,456 | 22,425 | 0.00 | 0.00 | -240 | -1.06 | 03-31-2024 |
