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 |
|---|---|---|---|---|---|---|---|---|---|
| DIGITAL RLTY TR INC | COM | 251 | $315,304 | 2,189 | 0.00 | 0.00 | -546 | -19.96 | 03-31-2024 |
| CONSTELLATION BRANDS INC | CL A | 252 | $314,426 | 1,157 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| DISNEY WALT CO | COM | 253 | $312,996 | 2,558 | 0.00 | 0.00 | -1,096 | -29.99 | 03-31-2024 |
| ZOETIS INC | CL A | 254 | $310,667 | 1,836 | 0.00 | 0.00 | -29 | -1.55 | 03-31-2024 |
