Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| IRON HORSE WEALTH MANAGEMENT LLC | 04-17-2024 | 03-31-2024 | 471 | 252,993,517 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHLUMBERGER LTD | COM STK | 351 | $4,659 | 85 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| UNITED PARCEL SERVICE INC | CL B | 352 | $4,608 | 31 | 0.00 | 0.00 | 20 | 181.82 | 03-31-2024 |
| VERTEX PHARMACEUTICALS INC | COM | 353 | $4,598 | 11 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VANGUARD WORLD FD | UTILITIES ETF | 354 | $4,563 | 32 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
