Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| YHB INVESTMENT ADVISORS INC | 04-25-2024 | 03-31-2024 | 955 | 1,154,166,025 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| TC ENERGY CORP COM | Stock | 651 | $18,105 | 450 | 0.00 | 450 | +Inf | 03-31-2024 | |
| NUVEEN AMT FREE MUN CR INC FD COM | CEF | 652 | $17,885 | 1,472 | 0.00 | 1,472 | +Inf | 03-31-2024 | |
| PALOMAR HLDGS INC COM | Stock | 653 | $17,604 | 210 | 0.00 | 210 | +Inf | 03-31-2024 | |
| ALLSTATE CORP COM | Stock | 654 | $17,301 | 100 | 0.00 | 100 | +Inf | 03-31-2024 |
