Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MFA WEALTH ADVISORS LLC | 04-24-2024 | 03-31-2024 | 86 | 380,395,384 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ANSYS INC | COM | Liquidated | $210,031 | 605 | 0.00 | 0.00 | 605 | +Inf | 03-31-2024 |
| ELI LILLY & CO | COM | 152 | $206,937 | 266 | 0.00 | 266 | +Inf | 03-31-2024 | |
| VANGUARD INDEX FDS | VALUE ETF | 153 | $206,832 | 1,270 | 0.00 | 1,270 | +Inf | 03-31-2024 | |
| LOWES COS INC | COM | 154 | $205,994 | 809 | 0.00 | 809 | +Inf | 03-31-2024 |
