Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WALDRON PRIVATE WEALTH LLC | 01-30-2024 | 12-31-2023 | 420 | 2,102,766,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| M & T BK CORP COM | COM | 151 | $1,142,000 | 8,338 | 0.05 | 0.06 | -281 | -3.26 | 12-31-2023 |
| INTUIT COM | COM | 152 | $1,142,000 | 1,828 | 0.05 | 0.05 | -117 | -6.02 | 12-31-2023 |
| NIKE INC CL B | COM | 153 | $1,117,000 | 10,259 | 0.05 | 0.06 | -925 | -8.27 | 12-31-2023 |
| THE CIGNA GROUP COM | COM | 154 | $1,085,000 | 3,624 | 0.05 | 0.06 | -289 | -7.39 | 12-31-2023 |
