Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WEALTH MANAGEMENT PARTNERS LLC | 04-12-2024 | 03-31-2024 | 117 | 196,923,096 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PAYPAL HLDGS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 469 | 7.06 | 12-31-2023 |
| PROCTER AND GAMBLE CO | COM | 102 | $401,731 | 2,476 | 0.00 | 0.00 | -188 | -7.06 | 03-31-2024 |
| INTUIT | COM | 103 | $395,200 | 608 | 0.00 | 0.00 | 3 | 0.50 | 03-31-2024 |
| GOLDMAN SACHS GROUP INC | COM | 104 | $380,933 | 912 | 0.00 | 0.00 | 38 | 4.35 | 03-31-2024 |
