Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
SALOMON & LUDWIN LLC | 05-02-2024 | 03-31-2024 | 852 | 1,162,427,497 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
DOMINION ENERGY INC COM | Stock | Liquidated | $0 | 0 | 0.00 | 0.59 | 26,321 | 46.14 | 03-31-2024 |
VANGUARD VALUE ETF | ETF | 52 | $5,091,655 | 31,294 | 0.00 | 0.00 | -3,141 | -9.12 | 03-31-2024 |
ALTRIA GROUP INC COM | Stock | Liquidated | $0 | 0 | 0.00 | 0.55 | 18,327 | 20.27 | 03-31-2024 |
VANGUARD INDUSTRIALS | ETF | 54 | $4,936,180 | 20,218 | 0.00 | 0.00 | -2,051 | -9.21 | 03-31-2024 |