Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MITCHELL MCLEOD PUGH & WILLIAMS INC | 02-05-2024 | 12-31-2023 | 295 | 377,785,085 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE DIV GRWTH | 51 | $2,029,821 | 37,715 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 52 | $1,868,353 | 21,145 | 0.00 | 0.00 | 619 | 3.02 | 12-31-2023 |
| DEERE & CO | COM | 53 | $1,838,922 | 4,599 | 0.00 | 0.00 | -56 | -1.20 | 12-31-2023 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 54 | $1,831,338 | 35,873 | 0.00 | 0.00 | 10,575 | 41.80 | 12-31-2023 |
