Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GRAVES LIGHT LENHART WEALTH INC | 02-09-2024 | 12-31-2023 | 181 | 805,036,700 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| EXXON MOBIL CORP COM | Stock | 101 | $2,984,490 | 29,851 | 0.00 | 0.00 | 3,357 | 12.67 | 12-31-2023 |
| SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | ETF | 102 | $2,828,306 | 7,505 | 0.00 | 0.00 | 1 | 0.01 | 12-31-2023 |
| PROCTER AND GAMBLE CO COM | Stock | 103 | $2,649,492 | 18,080 | 0.00 | 0.00 | -17 | -0.09 | 12-31-2023 |
| ISHARES MSCI ACWI EX U.S. ETF | ETF | 104 | $2,547,335 | 49,909 | 0.00 | 0.00 | -203 | -0.41 | 12-31-2023 |
