Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WALDRON PRIVATE WEALTH LLC | 01-30-2024 | 12-31-2023 | 420 | 2,102,766,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NORTHERN OIL & GAS INC COM | COM | 301 | $419,000 | 11,325 | 0.02 | 0.02 | 0 | 0.00 | 12-31-2023 |
| MEDTRONIC PLC SHS | COM | 302 | $418,000 | 5,043 | 0.02 | 0.02 | -266 | -5.01 | 12-31-2023 |
| PNC FINL SVCS GROUP INC COM | COM | 303 | $416,000 | 2,692 | 0.02 | 0.03 | -1,501 | -35.80 | 12-31-2023 |
| LIBERTY MEDIA CORP DEL COM LBTY SRM S C | COM | 304 | $416,000 | 14,478 | 0.02 | 0.02 | 0 | 0.00 | 12-31-2023 |
