Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| YHB INVESTMENT ADVISORS INC | 04-25-2024 | 03-31-2024 | 955 | 1,154,166,025 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| LIBERTY GLOBAL PLC SHS CL C | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | -12,000 | -51.31 | 03-31-2024 |
| SHOPIFY INC CL A | Stock | 302 | $210,674 | 2,730 | 0.00 | 2,730 | +Inf | 03-31-2024 | |
| SOUTHERN CO COM | Stock | 303 | $206,181 | 2,874 | 0.00 | 0.00 | -238 | -7.65 | 03-31-2024 |
| MARVELL TECHNOLOGY INC COM | Stock | 304 | $205,836 | 2,904 | 0.00 | 2,904 | +Inf | 03-31-2024 |
