Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AVONDALE WEALTH MANAGEMENT | 01-10-2024 | 12-31-2023 | 121 | 124,136,185 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| HUNTINGTON BANCSHARES INC COM | Stock | 151 | $21,624 | 1,700 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ISHARES S&P 500 GROWTH ETF | ETF | 152 | $20,878 | 278 | 0.00 | 0.00 | 47 | 20.35 | 12-31-2023 |
| INVESCO LTD SHS | Stock | 153 | $18,732 | 1,050 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ISHARES GLOBAL CLEAN ENERGY ETF | ETF | 154 | $18,684 | 1,200 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
