Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WAMBOLT & ASSOCIATES LLC | 04-30-2024 | 03-31-2024 | 219 | 334,319,807 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| METLIFE INC | COM | 151 | $534,031 | 7,247 | 0.00 | 0.00 | -2,448 | -25.25 | 03-31-2024 |
| VANGUARD INDEX FDS | SML CP GRW ETF | 152 | $531,257 | 2,057 | 0.00 | 0.00 | -1,319 | -39.07 | 03-31-2024 |
| S&P GLOBAL INC | COM | 153 | $530,873 | 1,243 | 0.00 | 0.00 | 14 | 1.14 | 03-31-2024 |
| EMERSON ELEC CO | COM | 154 | $522,284 | 4,600 | 0.00 | 0.00 | -2,758 | -37.48 | 03-31-2024 |
