Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| YHB INVESTMENT ADVISORS INC | 04-25-2024 | 03-31-2024 | 955 | 1,154,166,025 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD S&P 500 GROWTH ETF | ETF | 501 | $46,925 | 154 | 0.00 | 154 | +Inf | 03-31-2024 | |
| CERTARA INC COM | Stock | 502 | $46,792 | 2,617 | 0.00 | 2,617 | +Inf | 03-31-2024 | |
| UNITED PARCEL SERVICE INC CL B | Stock | 503 | $46,670 | 314 | 0.00 | 314 | +Inf | 03-31-2024 | |
| FIRST TRUST ENHANCED SHORT MATURITY ETF | ETF | 504 | $46,504 | 780 | 0.00 | 780 | +Inf | 03-31-2024 |
