Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ALDEBARAN FINANCIAL INC | 05-06-2024 | 03-31-2024 | 62 | 70,731,482 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 1 | $6,643,655 | 15,799 | 0.01 | 0.01 | -75 | -0.47 | 03-31-2024 |
| FORTINET INC | COM | 2 | $5,518,304 | 80,783 | 0.01 | 0.01 | -2,661 | -3.19 | 03-31-2024 |
| APPLE INC | COM | 3 | $5,030,432 | 29,335 | 0.01 | 0.01 | -2,133 | -6.78 | 03-31-2024 |
| AMERICAN WELL CORP | CL A | 4 | $3,774,574 | 20,926 | 0.01 | 0.00 | -469 | -2.19 | 03-31-2024 |
