Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| VALLEY WEALTH MANAGERS INC | 05-03-2024 | 03-31-2024 | 480 | 1,327,146,649 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MONDELEZ INTL INC CL A | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SCHWAB U.S. MID-CAP ETF | ETF | 552 | $17,833 | 219 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ALTRIA GROUP INC COM | Stock | 553 | $17,753 | 407 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VANGUARD SMALL CAP VALUE ETF | ETF | 554 | $17,263 | 90 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
