Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SAGEWORTH TRUST CO | 04-16-2024 | 03-31-2024 | 77 | 1,550,309,201 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| S & T BANCORP INC | COM | 101 | $960,828 | 29,951 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| INNOVATOR ETFS TR | ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| INNOVATOR ETFS TR | ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| BERKSHIRE HATHAWAY INC DEL | COM | 104 | $787,633 | 1,873 | 0.00 | 0.00 | -21 | -1.11 | 03-31-2024 |
