Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
MURPHY MIDDLETON HINKLE & PARKER INC | 04-11-2024 | 03-31-2024 | 136 | 171,748,923 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
ISHARES TR | JPMORGAN USD EMG | 51 | $1,136,836 | 12,678 | 0.00 | 0.00 | -394 | -3.01 | 03-31-2024 |
PFIZER INC | COM | 52 | $1,136,404 | 40,951 | 0.00 | 0.00 | -1,211 | -2.87 | 03-31-2024 |
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 53 | $1,126,681 | 13,973 | 0.00 | 0.00 | 6 | 0.04 | 03-31-2024 |
AMAZON COM INC | COM | 54 | $1,078,193 | 5,977 | 0.00 | 0.00 | 317 | 5.60 | 03-31-2024 |