Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STONEBRIDGE FINANCIAL PLANNING GROUP LLC | 05-10-2022 | 03-31-2022 | 110 | 178,636,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| META PLATFORMS INC | CL A | 51 | $2,052,000 | 9,229 | 1.15 | 9,229 | +Inf | 03-31-2022 | |
| APPLE INC | COM | 52 | $1,948,000 | 11,157 | 1.09 | 11,157 | +Inf | 03-31-2022 | |
| FIRST TR EXCHANGE TRADED FD | WTR ETF | 53 | $1,947,000 | 23,098 | 1.09 | 23,098 | +Inf | 03-31-2022 | |
| SSGA ACTIVE ETF TR | BLACKSTONE SENR | 54 | $1,880,000 | 41,824 | 1.05 | 41,824 | +Inf | 03-31-2022 |
