Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GRAVES LIGHT LENHART WEALTH INC | 05-13-2024 | 03-31-2024 | 185 | 863,118,350 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| JOHNSON & JOHNSON COM | Stock | 151 | $1,313,058 | 8,301 | 0.00 | 0.00 | -42 | -0.50 | 03-31-2024 |
| VANGUARD TOTAL WORLD STOCK ETF | ETF | 152 | $1,259,908 | 11,402 | 0.00 | 0.00 | 20 | 0.18 | 03-31-2024 |
| WELLS FARGO CO NEW COM | Stock | 153 | $1,223,079 | 21,102 | 0.00 | 0.00 | -406 | -1.89 | 03-31-2024 |
| ISHARES NATIONAL MUNI BOND ETF | ETF | 154 | $1,188,387 | 11,044 | 0.00 | 0.00 | -1,121 | -9.21 | 03-31-2024 |
