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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES INC | ESG AWR MSCI EM | 651 | $305,201 | 9,469 | 0.00 | 9,469 | +Inf | 03-31-2024 | |
| BOEING CO | COM | 652 | $304,152 | 1,576 | 0.00 | 0.00 | 525 | 49.95 | 03-31-2024 |
| THE CIGNA GROUP | COM | 653 | $303,990 | 837 | 0.00 | 0.00 | 53 | 6.76 | 03-31-2024 |
| AMERIPRISE FINL INC | COM | 654 | $303,839 | 693 | 0.00 | 693 | +Inf | 03-31-2024 |
