Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BRANDYWINE OAK PRIVATE WEALTH LLC | 05-07-2024 | 03-31-2024 | 236 | 959,581,573 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ADOBE INC | COM | 151 | $677,676 | 1,343 | 0.00 | 0.00 | -50 | -3.59 | 03-31-2024 |
| THERMO FISHER SCIENTIFIC INC | COM | 152 | $666,067 | 1,146 | 0.00 | 0.00 | -118 | -9.34 | 03-31-2024 |
| EMERSON ELEC CO | COM | 153 | $664,075 | 5,855 | 0.00 | 0.00 | -2 | -0.03 | 03-31-2024 |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 154 | $657,775 | 9,768 | 0.00 | 0.00 | -1,639 | -14.37 | 03-31-2024 |
