Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WBH ADVISORY INC | 04-16-2024 | 03-31-2024 | 310 | 971,816,564 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| LOWES COS INC | COM | 101 | $1,933,929 | 7,592 | 0.00 | 0.00 | -128 | -1.66 | 03-31-2024 |
| ISHARES TR | CORE TOTAL USD | 102 | $1,919,385 | 42,101 | 0.00 | 0.00 | -811 | -1.89 | 03-31-2024 |
| NIKE INC | CL B | 103 | $1,875,387 | 19,955 | 0.00 | 0.00 | -561 | -2.73 | 03-31-2024 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | Liquidated | $0 | 0 | 0.00 | 0.00 | 204 | 1.85 | 03-31-2024 |
