Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| VALLEY WEALTH MANAGERS INC | 05-03-2024 | 03-31-2024 | 480 | 1,327,146,649 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES CORE MSCI PACIFIC ETF | ETF | 151 | $4,105,699 | 64,851 | 0.00 | 0.00 | -3,198 | -4.70 | 03-31-2024 |
| PRUDENTIAL FINL INC COM | Stock | 152 | $4,104,193 | 34,959 | 0.00 | 0.00 | -4,087 | -10.47 | 03-31-2024 |
| COCA COLA CO COM | Stock | 153 | $4,092,452 | 66,892 | 0.00 | 0.00 | -1,557 | -2.27 | 03-31-2024 |
| UNITED PARCEL SERVICE INC CL B | Stock | 154 | $4,049,690 | 27,247 | 0.00 | 0.00 | 591 | 2.22 | 03-31-2024 |
