Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| YHB INVESTMENT ADVISORS INC | 04-25-2024 | 03-31-2024 | 955 | 1,154,166,025 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES RUSSELL MID-CAP GROWTH ETF | ETF | 251 | $298,933 | 2,619 | 0.00 | 0.00 | -4,834 | -64.86 | 03-31-2024 |
| LIBERTY BROADBAND CORP COM SER A | Stock | 252 | $297,595 | 5,210 | 0.00 | 0.00 | -456 | -8.05 | 03-31-2024 |
| FAIR ISAAC CORP COM | Stock | 253 | $291,159 | 233 | 0.00 | 0.00 | -47 | -16.79 | 03-31-2024 |
| EOG RES INC COM | Stock | 254 | $291,092 | 2,277 | 0.00 | 0.00 | -125 | -5.20 | 03-31-2024 |
