Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TRIANGLE SECURITIES WEALTH MANAGEMENT | 04-04-2024 | 03-31-2024 | 193 | 350,820,873 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ORACLE CORP | COM | 51 | $2,156,571 | 17,169 | 0.00 | 0.00 | -1,373 | -7.40 | 03-31-2024 |
| MERCK & CO INC | COM | 52 | $2,124,892 | 16,104 | 0.00 | 0.00 | 408 | 2.60 | 03-31-2024 |
| CONSTELLATION BRANDS INC | CL A | 53 | $2,112,616 | 7,774 | 0.00 | 0.00 | -19 | -0.24 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 54 | $2,109,038 | 34,546 | 0.00 | 0.00 | -1,055 | -2.96 | 03-31-2024 |
