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 |
|---|---|---|---|---|---|---|---|---|---|
| DUBUQUE CAPITAL, INC | Com | 751 | $1,000 | 100,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| MATCH GROUP INC NEW COM | Stock | 752 | $834 | 23 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VERALTO CORP COM SHS | Stock | 753 | $798 | 9 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| TERADATA CORP DEL COM | Stock | 754 | $696 | 18 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
