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 |
|---|---|---|---|---|---|---|---|---|---|
| LAMB WESTON HLDGS INC COM | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| BROADRIDGE FINL SOLUTIONS INC COM | Stock | 602 | $10,653 | 52 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VANGUARD MEGA CAP VALUE ETF | ETF | 603 | $10,397 | 87 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VANGUARD REAL ESTATE ETF | ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
