Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AARON WEALTH ADVISORS LLC | 04-25-2024 | 03-31-2024 | 309 | 697,631,329 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AIR PRODS & CHEMS INC | COM | 601 | $338,693 | 1,398 | 0.00 | 0.00 | -172 | -10.96 | 03-31-2024 |
| SERVICENOW INC | COM | 602 | $331,644 | 435 | 0.00 | 435 | +Inf | 03-31-2024 | |
| ISHARES TR | EAFE VALUE ETF | 603 | $329,300 | 6,053 | 0.00 | 0.00 | 85 | 1.42 | 03-31-2024 |
| ENBRIDGE INC | COM | 604 | $325,620 | 9,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
