Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
LAUREL WEALTH ADVISORS INC 02-14-2023 12-31-2022 641 1,014,176,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
STAG INDL INC COM REIT 601 $627,000 19,410 0.06 0.06 0 0.00 12-31-2022
ISHARES IBOXX CORPORATE BOND ETF ETF 602 $627,000 5,943 0.06 5,943 +Inf 12-31-2022
GARTNER INC CL A Stock 603 $625,000 1,858 0.06 1,858 +Inf 12-31-2022
DEVON ENERGY CORP Stock 604 $619,000 10,068 0.06 10,068 +Inf 12-31-2022
logo   

Please upgrade to premium to see all results. Signup if you don't have an account.

Login Signup
Debug Info- Version: 2.6