Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AURORA PRIVATE WEALTH INC | 04-22-2024 | 03-31-2024 | 153 | 115,677,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| COLGATE PALMOLIVE CO | COM | 51 | $1,197,000 | 13,441 | 1.03 | 1.01 | 53 | 0.40 | 03-31-2024 |
| JPMORGAN CHASE & CO | COM | 52 | $1,171,000 | 5,883 | 1.01 | 0.96 | -134 | -2.23 | 03-31-2024 |
| MCDONALDS CORP | COM | 53 | $1,158,000 | 4,131 | 1.00 | 1.16 | -33 | -0.79 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 54 | $1,106,000 | 17,849 | 0.96 | 0.88 | 1,316 | 7.96 | 03-31-2024 |
