Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AARON WEALTH ADVISORS LLC | 04-25-2024 | 03-31-2024 | 309 | 697,631,329 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SANOFI | SPONSORED ADR | 301 | $836,795 | 17,218 | 0.00 | 0.00 | 4,675 | 37.27 | 03-31-2024 |
| COLGATE PALMOLIVE CO | COM | 302 | $831,702 | 9,236 | 0.00 | 0.00 | 889 | 10.65 | 03-31-2024 |
| CVS HEALTH CORP | COM | 303 | $829,185 | 10,396 | 0.00 | 0.00 | 316 | 3.13 | 03-31-2024 |
| GLOBAL X FDS | GLB X MLP ENRG I | 304 | $826,559 | 16,872 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
