Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BRANDYWINE OAK PRIVATE WEALTH LLC | 05-07-2024 | 03-31-2024 | 236 | 959,581,573 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INTERNATIONAL FLAVORS&FRAGRA | COM | 201 | $409,501 | 4,762 | 0.00 | 0.00 | -1,151 | -19.47 | 03-31-2024 |
| VANECK ETF TRUST | SHRT HGH YLD MUN | 202 | $409,073 | 18,254 | 0.00 | 0.00 | -5,923 | -24.50 | 03-31-2024 |
| BRISTOL-MYERS SQUIBB CO | COM | 203 | $408,716 | 7,537 | 0.00 | 0.00 | -266 | -3.41 | 03-31-2024 |
| WELLS FARGO CO NEW | COM | Liquidated | $0 | 0 | 0.00 | 9,551 | +Inf | 03-31-2024 |
