Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LAUREL WEALTH ADVISORS LLC | 02-13-2024 | 12-31-2023 | 578 | 527,139,879 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BLACKSTONE INC | COM | 851 | $917 | 7 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| CANOPY GROWTH CORP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| NUSHARES ETF TR | NUVEEN ESG SMLCP | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| CARNIVAL CORP | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
