Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WOLFF WIESE MAGANA LLC | 04-18-2024 | 03-31-2024 | 1058 | 116,011,650 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| KEYSIGHT TECHNOLOGIES INC | COM | 451 | $15,326 | 98 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 452 | $15,221 | 301 | 0.00 | 0.00 | 35 | 13.16 | 03-31-2024 |
| TARGET CORP | COM | 453 | $15,135 | 85 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| RYAN SPECIALTY HOLDINGS INC | CL A | 454 | $15,041 | 271 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
