Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| VALLEY WEALTH MANAGERS INC | 05-03-2024 | 03-31-2024 | 480 | 1,327,146,649 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BOOZ ALLEN HAMILTON HLDG CORP CL A | Stock | 301 | $455,414 | 3,068 | 0.00 | 0.00 | 351 | 12.92 | 03-31-2024 |
| ISHARES 3-7 YEAR TREASURY BOND ETF | ETF | 302 | $424,907 | 3,669 | 0.00 | 0.00 | 89 | 2.49 | 03-31-2024 |
| ABBOTT LABS COM | Stock | 303 | $423,497 | 3,726 | 0.00 | 0.00 | -89 | -2.33 | 03-31-2024 |
| INVESCO VARIABLE RATE PREFERRED ETF | ETF | 304 | $413,717 | 17,405 | 0.00 | 0.00 | -2,545 | -12.76 | 03-31-2024 |
