Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WALDRON PRIVATE WEALTH LLC | 01-30-2024 | 12-31-2023 | 420 | 2,102,766,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| LIBERTY MEDIA CORP DEL COM LBTY ONE S C | COM | 501 | $207,000 | 3,282 | 0.01 | 0.01 | 0 | 0.00 | 12-31-2023 |
| DEVON ENERGY CORP NEW COM | COM | 502 | $207,000 | 4,578 | 0.01 | 4,578 | +Inf | 12-31-2023 | |
| SNAP ON INC COM | COM | 503 | $204,000 | 708 | 0.01 | 708 | +Inf | 12-31-2023 | |
| CARMAX INC COM | COM | Liquidated | $0 | 0 | 0.01 | 0.01 | -57 | -1.93 | 12-31-2023 |
