Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FOSTER VICTOR WEALTH ADVISORS LLC | 04-15-2024 | 03-31-2024 | 173 | 1,095,988,589 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| KENVUE INC | COM | 101 | $2,522,120 | 129,672 | 0.00 | 0.00 | 24,642 | 23.46 | 03-31-2024 |
| TRUIST FINL CORP | COM | 102 | $2,313,657 | 62,028 | 0.00 | 0.00 | 2,494 | 4.19 | 03-31-2024 |
| META PLATFORMS INC | CL A | 103 | $2,127,692 | 4,067 | 0.00 | 0.00 | 250 | 6.55 | 03-31-2024 |
| ISHARES TR | CORE S&P SCP ETF | 104 | $1,851,518 | 17,449 | 0.00 | 0.00 | -583 | -3.23 | 03-31-2024 |
