Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GRAVES LIGHT LENHART WEALTH INC | 02-09-2024 | 12-31-2023 | 181 | 805,036,700 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BLACKROCK MUNIYILD QULT FD INC COM | CEF | 401 | $126,739 | 10,397 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| BLACKSTONE STRATEGIC CRED 2027 COM SHS BEN IN | CEF | 402 | $113,200 | 10,000 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
