Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| YORKBRIDGE WEALTH PARTNERS LLC | 01-26-2023 | 12-31-2022 | 256 | 394,152,600 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN INTL GROUP INC COM NEW | Stock | 101 | $820,476 | 12,974 | 0.00 | 0.19 | -717 | -5.24 | 12-31-2022 |
| BLACKROCK SHORT MATURITY BOND ETF | ETF | 102 | $816,752 | 16,577 | 0.00 | 0.20 | 453 | 2.81 | 12-31-2022 |
| PUBLIC SVC ENTERPRISE GRP INC COM | Stock | 103 | $804,107 | 13,124 | 0.00 | 0.33 | -8,647 | -39.72 | 12-31-2022 |
| NORTHROP GRUMMAN CORP COM | Stock | 104 | $787,315 | 1,443 | 0.00 | 0.14 | -56 | -3.74 | 12-31-2022 |
