Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ABERDEEN WEALTH MANAGEMENT LLC | 05-14-2024 | 03-31-2024 | 173 | 171,782,666 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MASTERCARD INCORPORATED | CL A | 51 | $866,907 | 1,800 | 0.00 | 0.00 | -125 | -6.49 | 03-31-2024 |
| CHECK POINT SOFTWARE TECH LT | ORD | 52 | $855,312 | 5,215 | 0.00 | 0.00 | 30 | 0.58 | 03-31-2024 |
| NVIDIA CORPORATION | COM | 53 | $840,311 | 930 | 0.00 | 0.00 | 10 | 1.09 | 03-31-2024 |
| CATERPILLAR INC | COM | 54 | $828,881 | 2,262 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
