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 |
|---|---|---|---|---|---|---|---|---|---|
| SIRIUS XM HOLDINGS INC COM | Stock | 801 | $3 | 1 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| PROSPERITY BANCSHARES INC COM | Stock | 802 | $0 | 0 | 0.00 | 0.00 | -300 | -100.00 | 03-31-2024 |
| KIMBERLY-CLARK CORP COM | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | -400 | -100.00 | 12-31-2023 |
| WP CAREY INC COM | REIT | Liquidated | $0 | 0 | 0.00 | 0 | NaN | 12-31-2023 |
