Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ABERDEEN WEALTH MANAGEMENT LLC | 05-14-2024 | 03-31-2024 | 173 | 171,782,666 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| RYAN SPECIALTY HOLDINGS INC | CL A | 1 | $15,916,060 | 286,776 | 0.01 | 286,776 | +Inf | 03-31-2024 | |
| VANGUARD ADMIRAL FDS INC | MIDCP 400 VAL | 2 | $11,395,788 | 125,504 | 0.01 | 0.01 | 40 | 0.03 | 03-31-2024 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 3 | $7,195,822 | 39,405 | 0.00 | 0.00 | 850 | 2.20 | 03-31-2024 |
| MICROSOFT CORP | COM | 4 | $6,079,948 | 14,451 | 0.00 | 0.00 | -192 | -1.31 | 03-31-2024 |
