Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LOWE BROCKENBROUGH & CO INC | 05-15-2024 | 03-31-2024 | 260 | 1,480,450,784 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | 1 | $84,019,269 | 159,814 | 0.01 | 0.01 | 636 | 0.40 | 03-31-2024 |
| MICROSOFT CORP | COM | 2 | $60,356,593 | 143,460 | 0.00 | 0.00 | 4,867 | 3.51 | 03-31-2024 |
| APPLE INC | COM | 3 | $55,902,314 | 325,999 | 0.00 | 0.00 | 14,877 | 4.78 | 03-31-2024 |
| ISHARES TR | CORE S&P MCP ETF | 4 | $34,031,163 | 560,276 | 0.00 | 0.00 | 446,897 | 394.16 | 03-31-2024 |
