Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RIVER WEALTH ADVISORS LLC | 02-13-2024 | 12-31-2023 | 208 | 626,223,331 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CARRIER GLOBAL CORPORATION | COM | 151 | $531,439 | 9,250 | 0.00 | 0.00 | -107 | -1.14 | 12-31-2023 |
| DISCOVER FINL SVCS | COM | 152 | $528,056 | 4,698 | 0.00 | 0.00 | -313 | -6.25 | 12-31-2023 |
| SELECT SECTOR SPDR TR | FINANCIAL | 153 | $522,114 | 13,886 | 0.00 | 0.00 | 851 | 6.53 | 12-31-2023 |
| VANGUARD WORLD FDS | INF TECH ETF | 154 | $497,552 | 1,028 | 0.00 | 0.00 | -95 | -8.46 | 12-31-2023 |
