Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TRIANGLE SECURITIES WEALTH MANAGEMENT | 04-04-2024 | 03-31-2024 | 193 | 350,820,873 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DOMINION ENERGY INC | COM | 151 | $501,453 | 10,194 | 0.00 | 0.00 | -1,710 | -14.36 | 03-31-2024 |
| MEDTRONIC PLC | SHS | 152 | $496,058 | 5,692 | 0.00 | 0.00 | -467 | -7.58 | 03-31-2024 |
| MONDELEZ INTL INC | CL A | 153 | $489,720 | 6,996 | 0.00 | 0.00 | 119 | 1.73 | 03-31-2024 |
| GENERAL ELECTRIC CO | COM NEW | 154 | $489,202 | 2,787 | 0.00 | 0.00 | 178 | 6.82 | 03-31-2024 |
