Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
SALOMON & LUDWIN LLC | 05-02-2024 | 03-31-2024 | 852 | 1,162,427,497 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
SCHWAB US DIVIDEND | ETF | 151 | $613,111 | 7,604 | 0.00 | 0.00 | 730 | 10.62 | 03-31-2024 |
DUKE ENERGY CORP | COM | 152 | $603,664 | 6,242 | 0.00 | 6,242 | +Inf | 03-31-2024 | |
CISCO SYSTEMS INC | COM | 153 | $599,719 | 12,016 | 0.00 | 12,016 | +Inf | 03-31-2024 | |
ATLANTIC UN BANKSHARES CORP COM | Stock | Liquidated | $0 | 0 | 0.00 | 0.08 | 0 | 0.00 | 03-31-2024 |