Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RIVER WEALTH ADVISORS LLC | 02-13-2024 | 12-31-2023 | 208 | 626,223,331 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| LABORATORY CORP AMER HLDGS | COM NEW | 201 | $295,250 | 1,299 | 0.00 | 0.00 | -370 | -22.17 | 12-31-2023 |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | 202 | $284,487 | 1,591 | 0.00 | 0.00 | -175 | -9.91 | 12-31-2023 |
| TESLA INC | COM | 203 | $283,268 | 1,140 | 0.00 | 0.00 | -39 | -3.31 | 12-31-2023 |
| RESMED INC | COM | 204 | $277,297 | 1,612 | 0.00 | 0.00 | -485 | -23.13 | 12-31-2023 |
