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 |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO MSCI SUSTAINABLE FUTURE ETF | ETF | 801 | $6,339 | 150 | 0.00 | 150 | +Inf | 03-31-2024 | |
| DELL TECHNOLOGIES INC CL C | Stock | 802 | $6,279 | 55 | 0.00 | 55 | +Inf | 03-31-2024 | |
| PPL CORP COM | Stock | 803 | $6,277 | 228 | 0.00 | 228 | +Inf | 03-31-2024 | |
| ARM HOLDINGS PLC SPONSORED ADR | ADR | 804 | $6,250 | 50 | 0.00 | 50 | +Inf | 03-31-2024 |
