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 |
|---|---|---|---|---|---|---|---|---|---|
| SYNOPSYS INC COM | COM | 451 | $232,000 | 451 | 0.01 | 0.01 | -9 | -1.96 | 12-31-2023 |
| SIEMENS A G SPONSORED ADR | COM | 452 | $228,000 | 2,445 | 0.01 | 2,445 | +Inf | 12-31-2023 | |
| ISHARES MSCI EAFE GROWTH ETF | COM | 453 | $228,000 | 2,355 | 0.01 | 0.01 | 0 | 0.00 | 12-31-2023 |
| INDUSTRIAL SELECT SECTOR SPDR FUND | COM | 454 | $226,000 | 1,983 | 0.01 | 0.03 | -4,401 | -68.94 | 12-31-2023 |
