Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HIGH NET WORTH ADVISORY GROUP LLC | 01-08-2024 | 12-31-2023 | 196 | 269,303,581 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| TRANE TECHNOLOGIES PLC | SHS | 251 | $626,823 | 2,570 | 0.00 | 0.00 | -93 | -3.49 | 12-31-2023 |
| VERIZON COMMUNICATIONS INC | COM | 252 | $624,012 | 16,552 | 0.00 | 0.00 | -7,560 | -31.35 | 12-31-2023 |
| CSX CORP | COM | 253 | $613,798 | 17,704 | 0.00 | 0.00 | 304 | 1.75 | 12-31-2023 |
| WILLIAMS COS INC | COM | 254 | $585,318 | 16,805 | 0.00 | 0.00 | 1,250 | 8.04 | 12-31-2023 |
