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 |
|---|---|---|---|---|---|---|---|---|---|
| PHILIP MORRIS INTL INC | COM | 251 | $443,991 | 4,846 | 0.00 | 0.00 | -100 | -2.02 | 03-31-2024 |
| OLD DOMINION FREIGHT LINE IN | COM | 252 | $438,620 | 2,000 | 0.00 | 0.00 | 1,000 | 100.00 | 03-31-2024 |
| FERRARI N V | COM | 253 | $435,940 | 1,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| PIMCO ETF TR | INTER MUN BD ACT | 254 | $420,127 | 8,007 | 0.00 | 0.00 | 1,357 | 20.41 | 03-31-2024 |
