Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LAUREL WEALTH ADVISORS LLC | 02-13-2024 | 12-31-2023 | 578 | 527,139,879 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CONSTELLATION ENERGY CORP | COM | 501 | $9,702 | 83 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| MORGAN STANLEY | COM NEW | 502 | $9,698 | 104 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| CHECK POINT SOFTWARE TECH LT | ORD | 503 | $9,626 | 63 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| TOYOTA MOTOR CORP | ADS | 504 | $9,353 | 51 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
