Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WALDRON PRIVATE WEALTH LLC | 01-30-2024 | 12-31-2023 | 420 | 2,102,766,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| COGNIZANT TECHNOLOGY SOLUTIONS CL A | COM | 401 | $272,000 | 3,602 | 0.01 | 0.01 | -89 | -2.41 | 12-31-2023 |
| CUMMINS INC COM | COM | 402 | $270,000 | 1,130 | 0.01 | 0.01 | 54 | 5.02 | 12-31-2023 |
| HILTON WORLDWIDE HLDGS INC COM | COM | 403 | $269,000 | 1,480 | 0.01 | 1,480 | +Inf | 12-31-2023 | |
| SEAGEN INC COM | COM | Liquidated | $0 | 0 | 0.01 | 0.01 | 37 | 3.03 | 12-31-2023 |
