Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BRANDYWINE OAK PRIVATE WEALTH LLC | 05-07-2024 | 03-31-2024 | 236 | 959,581,573 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| GLOBAL X FDS | US INFR DEV ETF | 301 | $271,186 | 6,812 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| AIR PRODS & CHEMS INC | COM | 302 | $269,310 | 1,112 | 0.00 | 0.00 | 198 | 21.66 | 03-31-2024 |
| HASHICORP INC | COM CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ALTRIA GROUP INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 14 | 0.24 | 03-31-2024 |
