Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| OAK HARBOR WEALTH PARTNERS LLC | 04-23-2024 | 03-31-2024 | 229 | 321,200,887 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PIONEER NAT RES CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 256 | 9.15 | 12-31-2023 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 102 | $698,904 | 1,662 | 0.00 | 0.00 | 46 | 2.85 | 03-31-2024 |
| DIAMONDBACK ENERGY INC | COM | 103 | $689,541 | 3,480 | 0.00 | 0.00 | 133 | 3.97 | 03-31-2024 |
| WOLFSPEED INC | COM | 104 | $689,061 | 23,358 | 0.00 | 0.00 | -64 | -0.27 | 03-31-2024 |
