Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AARON WEALTH ADVISORS LLC | 04-25-2024 | 03-31-2024 | 309 | 697,631,329 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BLACKROCK INC | COM | 351 | $685,301 | 822 | 0.00 | 0.00 | -160 | -16.29 | 03-31-2024 |
| VERIZON COMMUNICATIONS INC | COM | 352 | $681,011 | 16,230 | 0.00 | 0.00 | -7,246 | -30.87 | 03-31-2024 |
| MARRIOTT INTL INC NEW | CL A | 353 | $677,200 | 2,684 | 0.00 | 0.00 | 120 | 4.68 | 03-31-2024 |
| MORGAN STANLEY ETF TRUST | CALVERT ULT SHR | 354 | $674,732 | 13,399 | 0.00 | 0.00 | -4,777 | -26.28 | 03-31-2024 |
