Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LOWE BROCKENBROUGH & CO INC | 05-15-2024 | 03-31-2024 | 260 | 1,480,450,784 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 201 | $852,606 | 4,669 | 0.00 | 0.00 | -1,275 | -21.45 | 03-31-2024 |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 202 | $833,048 | 32,992 | 0.00 | 0.00 | -4,815 | -12.74 | 03-31-2024 |
| DOLLAR TREE INC | COM | 203 | $830,190 | 6,235 | 0.00 | 0.00 | 1,193 | 23.66 | 03-31-2024 |
| ISHARES TR | RUS 1000 ETF | 204 | $822,326 | 2,855 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
