Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BRANDYWINE OAK PRIVATE WEALTH LLC | 05-07-2024 | 03-31-2024 | 236 | 959,581,573 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| UNITEDHEALTH GROUP INC | COM | 101 | $1,253,572 | 2,534 | 0.00 | 0.00 | -21 | -0.82 | 03-31-2024 |
| AMERICAN ELEC PWR CO INC | COM | 102 | $1,246,446 | 14,477 | 0.00 | 0.00 | -826 | -5.40 | 03-31-2024 |
| CHEVRON CORP NEW | COM | 103 | $1,226,743 | 7,777 | 0.00 | 0.00 | -1,246 | -13.81 | 03-31-2024 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 104 | $1,198,158 | 4,609 | 0.00 | 0.00 | 69 | 1.52 | 03-31-2024 |
