Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
PARISI GRAY WEALTH MANAGEMENT 04-15-2024 03-31-2024 106 266,605,911
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
VERALTO CORP COM SHS Liquidated $0 0 0.00 3,127 +Inf 03-31-2024
MARVELL TECHNOLOGY INC COM 302 $255,152 3,600 0.00 0.00 -732 -16.90 03-31-2024
RPM INTL INC COM 303 $249,194 2,095 0.00 0.00 9 0.43 03-31-2024
PEPSICO INC COM 304 $237,049 1,354 0.00 0.00 111 8.93 03-31-2024
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