Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WESCOTT FINANCIAL ADVISORY GROUP LLC | 05-13-2024 | 03-31-2024 | 158 | 804,072,866 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ORGANON & CO | COMMON STOCK | 151 | $352,894 | 18,771 | 0.00 | 0.00 | -716 | -3.67 | 03-31-2024 |
| ISHARES TR | RUSSELL 2000 ETF | 152 | $338,285 | 1,609 | 0.00 | 0.00 | -136 | -7.79 | 03-31-2024 |
| PGIM ETF TR | PGIM ULTRA SH BD | 153 | $336,026 | 6,761 | 0.00 | 0.00 | -20 | -0.29 | 03-31-2024 |
| TESLA INC | COM | 154 | $325,739 | 1,853 | 0.00 | 0.00 | -408 | -18.05 | 03-31-2024 |
