Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FORVIS WEALTH ADVISORS LLC | 04-19-2024 | 03-31-2024 | 393 | 3,935,143,115 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | LARGE CAP ETF | 201 | $1,253,186 | 5,227 | 0.00 | 0.00 | -66 | -1.25 | 03-31-2024 |
| BROADCOM INC | COM | 202 | $1,251,469 | 944 | 0.00 | 0.00 | 267 | 39.44 | 03-31-2024 |
| PIMCO ETF TR | ACTIVE BD ETF | 203 | $1,238,916 | 13,487 | 0.00 | 0.00 | -662 | -4.68 | 03-31-2024 |
| UNITED PARCEL SERVICE INC | CL B | 204 | $1,219,151 | 8,203 | 0.00 | 0.00 | -285 | -3.36 | 03-31-2024 |
