Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WADE G W & INC | 02-07-2024 | 12-31-2023 | 417 | 3,078,733,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FEDEX CORP | COM | 151 | $2,779,000 | 10,986 | 0.09 | 0.17 | -6,297 | -36.43 | 12-31-2023 |
| TJX COS INC NEW | COM | 152 | $2,753,000 | 29,347 | 0.09 | 0.08 | 5,864 | 24.97 | 12-31-2023 |
| T ROWE PRICE ETF INC | PRICE DIV GRWT | 153 | $2,744,000 | 77,796 | 0.09 | 0.06 | 30,892 | 65.86 | 12-31-2023 |
| ISHARES TR | RUSSELL 3000 ETF | 154 | $2,666,000 | 9,738 | 0.09 | 0.09 | 10 | 0.10 | 12-31-2023 |
