Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BRANDYWINE OAK PRIVATE WEALTH LLC | 05-07-2024 | 03-31-2024 | 236 | 959,581,573 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AT&T INC | COM | 351 | $237,121 | 13,473 | 0.00 | 0.00 | -3,377 | -20.04 | 03-31-2024 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| KRANESHARES TR | CSI CHI INTERNET | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| MAINSTAY MACKAY DEFINEDTERM | COM | 354 | $228,900 | 14,000 | 0.00 | 0.00 | -400 | -2.78 | 03-31-2024 |
