Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| YORKBRIDGE WEALTH PARTNERS LLC | 01-26-2023 | 12-31-2022 | 256 | 394,152,600 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WELLS FARGO CO NEW COM | Stock | 151 | $450,267 | 10,905 | 0.00 | 0.14 | -748 | -6.42 | 12-31-2022 |
| KIMBERLY-CLARK CORP COM | Stock | 152 | $449,740 | 3,313 | 0.00 | 0.13 | -575 | -14.79 | 12-31-2022 |
| HEALTH CARE SELECT SECTOR SPDR FUND | ETF | 153 | $448,305 | 3,300 | 0.00 | 0.11 | 0 | 0.00 | 12-31-2022 |
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | ETF | 154 | $435,991 | 8,695 | 0.00 | 8,695 | +Inf | 12-31-2022 |
