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 |
|---|---|---|---|---|---|---|---|---|---|
| WEX INC COM | COM | 251 | $547,000 | 2,816 | 0.03 | 0.03 | -25 | -0.88 | 12-31-2023 |
| ANALOG DEVICES INC COM | COM | 252 | $547,000 | 2,756 | 0.03 | 0.03 | -187 | -6.35 | 12-31-2023 |
| ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | COM | 253 | $542,000 | 5,152 | 0.03 | 0.03 | 51 | 1.00 | 12-31-2023 |
| BERKSHIRE HATHAWAY INC DEL CL A | COM | 254 | $542,000 | 1 | 0.03 | 0.03 | 0 | 0.00 | 12-31-2023 |
