Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WBH ADVISORY INC | 04-16-2024 | 03-31-2024 | 310 | 971,816,564 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | IBOXX HI YD ETF | 351 | $235,056 | 3,024 | 0.00 | 0.00 | -462 | -13.25 | 03-31-2024 |
| GENERAL MLS INC | COM | 352 | $233,471 | 3,337 | 0.00 | 0.00 | -243 | -6.79 | 03-31-2024 |
| SPDR SER TR | SPDR S&P 500 ETF | 353 | $233,431 | 5,454 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VERIZON COMMUNICATIONS INC | COM | 354 | $232,976 | 5,552 | 0.00 | 0.00 | -527 | -8.67 | 03-31-2024 |
