Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WAMBOLT & ASSOCIATES LLC | 04-30-2024 | 03-31-2024 | 219 | 334,319,807 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MANULIFE FINL CORP | COM | 51 | $2,235,343 | 90,868 | 0.00 | 0.00 | 12,363 | 15.75 | 03-31-2024 |
| VERIZON COMMUNICATIONS INC | COM | 52 | $2,234,834 | 52,858 | 0.00 | 0.00 | 11,885 | 29.01 | 03-31-2024 |
| ORIX CORP | SPONSORED ADR | 53 | $2,077,643 | 19,800 | 0.00 | 0.00 | -979 | -4.71 | 03-31-2024 |
| ISHARES TR | EAFE GRWTH ETF | 54 | $2,063,076 | 19,952 | 0.00 | 0.00 | 2,956 | 17.39 | 03-31-2024 |
