Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WATERFRONT WEALTH INC | 05-13-2024 | 03-31-2024 | 243 | 357,387,173 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NASDAQ INC | COM | 151 | $847,569 | 14,170 | 0.00 | 0.00 | 468 | 3.42 | 03-31-2024 |
| HERSHEY CO | COM | 152 | $845,650 | 4,529 | 0.00 | 0.00 | 1,154 | 34.19 | 03-31-2024 |
| THE CIGNA GROUP | COM | 153 | $836,931 | 2,361 | 0.00 | 0.00 | -920 | -28.04 | 03-31-2024 |
| GARMIN LTD | SHS | 154 | $835,798 | 5,826 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
