Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LAUREL WEALTH ADVISORS LLC | 02-13-2024 | 12-31-2023 | 578 | 527,139,879 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | GLB CNS DISC ETF | 451 | $15,906 | 100 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| SCHWAB STRATEGIC TR | SCHWB FDT INT LG | 452 | $15,854 | 470 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| BAXTER INTL INC | COM | 453 | $15,464 | 400 | 0.00 | 0.00 | -1,086 | -73.08 | 12-31-2023 |
| THE CIGNA GROUP | COM | 454 | $14,973 | 50 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
