Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WESCOTT FINANCIAL ADVISORY GROUP LLC | 05-13-2024 | 03-31-2024 | 158 | 804,072,866 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P US GWT | 101 | $689,446 | 5,882 | 0.00 | 0.00 | 8 | 0.14 | 03-31-2024 |
| PNC FINL SVCS GROUP INC | COM | 102 | $685,444 | 4,242 | 0.00 | 0.00 | 873 | 25.91 | 03-31-2024 |
| AMAZON COM INC | COM | 103 | $680,887 | 3,775 | 0.00 | 0.00 | -411 | -9.82 | 03-31-2024 |
| WISDOMTREE TR | INTL SMCAP DIV | 104 | $656,572 | 10,069 | 0.00 | 0.00 | -1,905 | -15.91 | 03-31-2024 |
