Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MOSLEY WEALTH MANAGEMENT | 04-15-2024 | 03-31-2024 | 95 | 106,551,664 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VERIZON COMMUNICATIONS INC | COM | 51 | $467,812 | 11,149 | 0.00 | 0.00 | -326 | -2.84 | 03-31-2024 |
| WILLIAMS COS INC | COM | 52 | $465,925 | 11,956 | 0.00 | 0.00 | -250 | -2.05 | 03-31-2024 |
| BLACKSTONE INC | COM | 53 | $465,050 | 3,540 | 0.00 | 0.00 | -132 | -3.59 | 03-31-2024 |
| MORGAN STANLEY | COM NEW | 54 | $455,734 | 4,840 | 0.00 | 0.00 | -136 | -2.73 | 03-31-2024 |
