Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WEDMONT PRIVATE CAPITAL | 04-10-2024 | 03-31-2024 | 605 | 1,368,665,294 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | INTL SCEQT ETF | 51 | $4,002,058 | 111,758 | 0.00 | 0.00 | 16 | 0.01 | 03-31-2024 |
| JOHNSON & JOHNSON | COM | 52 | $3,947,731 | 25,922 | 0.00 | 0.00 | 814 | 3.24 | 03-31-2024 |
| MASTERCARD INCORPORATED | CL A | 53 | $3,911,933 | 8,285 | 0.00 | 0.00 | 466 | 5.96 | 03-31-2024 |
| MERCK & CO INC | COM | 54 | $3,898,273 | 30,765 | 0.00 | 0.00 | 2,525 | 8.94 | 03-31-2024 |
