Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CARDINAL STRATEGIC WEALTH GUIDANCE | 04-25-2024 | 03-31-2024 | 57 | 266,052,487 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC | COM | 51 | $397,439 | 2,202 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| MASTERCARD INCORPORATED | CL A | 52 | $387,664 | 805 | 0.00 | 0.00 | -259 | -24.34 | 03-31-2024 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 53 | $364,380 | 1,402 | 0.00 | 0.00 | -1,281 | -47.75 | 03-31-2024 |
| MERCK & CO INC | COM | 54 | $346,369 | 2,625 | 0.00 | 0.00 | -487 | -15.65 | 03-31-2024 |
