Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WALDRON PRIVATE WEALTH LLC | 01-30-2024 | 12-31-2023 | 420 | 2,102,766,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| EMERSON ELEC CO COM | COM | 201 | $750,000 | 7,708 | 0.04 | 0.04 | -311 | -3.88 | 12-31-2023 |
| BLACKROCK INC COM | COM | 202 | $744,000 | 917 | 0.04 | 0.03 | 43 | 4.92 | 12-31-2023 |
| WELLS FARGO CO NEW COM | COM | 203 | $738,000 | 15,013 | 0.04 | 0.03 | 2,203 | 17.20 | 12-31-2023 |
| UNITED STATES STL CORP NEW COM | COM | 204 | $737,000 | 15,153 | 0.04 | 15,153 | +Inf | 12-31-2023 |
