Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| VALLEY WEALTH MANAGERS INC | 05-03-2024 | 03-31-2024 | 480 | 1,327,146,649 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DANAHER CORPORATION COM | Stock | 351 | $316,395 | 1,267 | 0.00 | 0.00 | 279 | 28.24 | 03-31-2024 |
| AON PLC SHS CL A | Stock | 352 | $312,028 | 935 | 0.00 | 0.00 | 158 | 20.33 | 03-31-2024 |
| INTEL CORP COM | Stock | 353 | $311,399 | 7,050 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| BIO-TECHNE CORP COM | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 688 | 22.48 | 03-31-2024 |
