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 |
|---|---|---|---|---|---|---|---|---|---|
| KAMAN CORP COM | Stock | 751 | $9,357 | 204 | 0.00 | 204 | +Inf | 03-31-2024 | |
| COTERRA ENERGY INC COM | Stock | 752 | $9,256 | 332 | 0.00 | 332 | +Inf | 03-31-2024 | |
| ISHARES S&P SMALL-CAP 600 VALUE ETF | ETF | 753 | $9,248 | 90 | 0.00 | 90 | +Inf | 03-31-2024 | |
| HANCOCK WHITNEY CORPORATION COM | Stock | 754 | $9,208 | 200 | 0.00 | 200 | +Inf | 03-31-2024 |
