Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
PARISI GRAY WEALTH MANAGEMENT 04-15-2024 03-31-2024 106 266,605,911
Institutional Holdings
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
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