Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WBH ADVISORY INC | 04-16-2024 | 03-31-2024 | 310 | 971,816,564 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SALESFORCE INC | COM | 201 | $690,364 | 2,292 | 0.00 | 0.00 | 130 | 6.01 | 03-31-2024 |
| MARTIN MARIETTA MATLS INC | COM | 202 | $686,342 | 1,118 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| LOCKHEED MARTIN CORP | COM | 203 | $669,903 | 1,473 | 0.00 | 0.00 | -12 | -0.81 | 03-31-2024 |
| PRUDENTIAL FINL INC | COM | 204 | $665,184 | 5,666 | 0.00 | 0.00 | -197 | -3.36 | 03-31-2024 |
