Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MORAN WEALTH MANAGEMENT LLC | 05-13-2024 | 03-31-2024 | 409 | 3,085,914,767 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SHELL PLC | SPON ADS | Liquidated | $0 | 0 | 0.00 | 0.00 | -113 | -0.30 | 03-31-2024 |
| FEDERATED HERMES INC | CL B | 302 | $2,419,390 | 66,982 | 0.00 | 0.00 | 6,325 | 10.43 | 03-31-2024 |
| BOYD GAMING CORP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 551 | 1.43 | 03-31-2024 |
| XENON PHARMACEUTICALS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 580 | 0.84 | 03-31-2024 |
