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 |
|---|---|---|---|---|---|---|---|---|---|
| SPDR PORTFOLIO S&P 600 SMALL CAP ETF | ETF | 701 | $12,826 | 298 | 0.00 | 298 | +Inf | 03-31-2024 | |
| WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND | ETF | 702 | $12,715 | 250 | 0.00 | 250 | +Inf | 03-31-2024 | |
| WILLIS TOWERS WATSON PLC LTD SHS | Stock | 703 | $12,375 | 45 | 0.00 | 45 | +Inf | 03-31-2024 | |
| UFP TECHNOLOGIES INC COM | Stock | 704 | $12,358 | 49 | 0.00 | 49 | +Inf | 03-31-2024 |
