Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| THRIVE WEALTH MANAGEMENT LLC | 10-13-2023 | 09-30-2023 | 169 | 375,920,092 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INTERNATIONAL BUSINESS MACHS | COM | 51 | $1,016,689 | 7,247 | 0.00 | 0.00 | 45 | 0.62 | 09-30-2023 |
| LINDE PLC | SHS | 52 | $1,004,228 | 2,697 | 0.00 | 0.00 | -117 | -4.16 | 09-30-2023 |
| ZOETIS INC | CL A | 53 | $995,328 | 5,721 | 0.00 | 0.00 | 305 | 5.63 | 09-30-2023 |
| HOME DEPOT INC | COM | 54 | $987,116 | 3,267 | 0.00 | 0.00 | 284 | 9.52 | 09-30-2023 |
