Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FOSTER VICTOR WEALTH ADVISORS LLC | 04-15-2024 | 03-31-2024 | 173 | 1,095,988,589 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ORACLE CORP | COM | 151 | $414,826 | 3,366 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ASML HOLDING N V | N Y REGISTRY SHS | 152 | $411,755 | 415 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SCHLUMBERGER LTD | COM STK | 153 | $382,050 | 7,075 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| CHEVRON CORP NEW | COM | 154 | $373,496 | 2,307 | 0.00 | 0.00 | -1,578 | -40.62 | 03-31-2024 |
