Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MORAN WEALTH MANAGEMENT LLC | 05-13-2024 | 03-31-2024 | 409 | 3,085,914,767 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DOLLAR TREE INC | COM | 251 | $3,517,290 | 26,416 | 0.00 | 0.00 | -40,734 | -60.66 | 03-31-2024 |
| CARDINAL HEALTH INC | COM | 252 | $3,479,083 | 31,091 | 0.00 | 0.00 | -3,231 | -9.41 | 03-31-2024 |
| CAPRI HOLDINGS LIMITED | SHS | 253 | $3,470,478 | 76,611 | 0.00 | 0.00 | 57,311 | 296.95 | 03-31-2024 |
| ASTRAZENECA PLC | SPONSORED ADR | 254 | $3,454,911 | 50,995 | 0.00 | 0.00 | 19,540 | 62.12 | 03-31-2024 |
