Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MFA WEALTH ADVISORS LLC | 04-24-2024 | 03-31-2024 | 86 | 380,395,384 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | Liquidated | $0 | 0 | 0.00 | 6,489 | +Inf | 03-31-2024 | |
| QUALCOMM INC | COM | 102 | $489,277 | 2,890 | 0.00 | 0.00 | -7 | -0.24 | 03-31-2024 |
| WISDOMTREE TR | INTL ESG FUND | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| JPMORGAN CHASE & CO | COM | Liquidated | $0 | 0 | 0.00 | 2,767 | +Inf | 03-31-2024 |
