Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
PARISI GRAY WEALTH MANAGEMENT | 04-15-2024 | 03-31-2024 | 106 | 266,605,911 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
GENERAL ELECTRIC CO | COM NEW | 151 | $971,843 | 5,537 | 0.00 | 0.00 | 67 | 1.22 | 03-31-2024 |
F N B CORP | COM | 152 | $925,750 | 65,656 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ISHARES TR | RUS 1000 VAL ETF | 153 | $923,199 | 5,154 | 0.00 | 0.00 | -129 | -2.44 | 03-31-2024 |
CROWDSTRIKE HLDGS INC | CL A | 154 | $915,926 | 2,857 | 0.00 | 0.00 | 32 | 1.13 | 03-31-2024 |