Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CHESAPEAKE WEALTH MANAGEMENT | 02-01-2024 | 12-31-2023 | 253 | 258,982,104 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ORACLE CORP | COM | 51 | $1,751,824 | 16,616 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 52 | $1,745,164 | 23,170 | 0.00 | 0.00 | -48 | -0.21 | 12-31-2023 |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 53 | $1,657,632 | 66,867 | 0.00 | 0.00 | 2,857 | 4.46 | 12-31-2023 |
| MORGAN STANLEY | COM NEW | 54 | $1,521,093 | 16,312 | 0.00 | 0.00 | 87 | 0.54 | 12-31-2023 |
