Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WBH ADVISORY INC | 04-16-2024 | 03-31-2024 | 310 | 971,816,564 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| KIMBERLY-CLARK CORP | COM | 151 | $1,103,527 | 8,531 | 0.00 | 0.00 | -2,319 | -21.37 | 03-31-2024 |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | 152 | $1,101,051 | 22,221 | 0.00 | 0.00 | -500 | -2.20 | 03-31-2024 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 153 | $1,088,711 | 21,516 | 0.00 | 0.00 | -266 | -1.22 | 03-31-2024 |
| GLOBAL X FDS | GLBL X MLP ETF | 154 | $1,075,933 | 22,313 | 0.00 | 0.00 | 11,092 | 98.85 | 03-31-2024 |
