Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TRIANGLE SECURITIES WEALTH MANAGEMENT | 04-04-2024 | 03-31-2024 | 193 | 350,820,873 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| GENERAL DYNAMICS CORP | COM | 101 | $1,029,394 | 3,644 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| MCDONALDS CORP | COM | 102 | $1,026,016 | 3,639 | 0.00 | 0.00 | -25 | -0.68 | 03-31-2024 |
| STANLEY BLACK & DECKER INC | COM | 103 | $1,007,700 | 10,290 | 0.00 | 0.00 | 2,070 | 25.18 | 03-31-2024 |
| US BANCORP DEL | COM NEW | 104 | $1,001,995 | 22,416 | 0.00 | 0.00 | -3,805 | -14.51 | 03-31-2024 |
