Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BURFORD BROTHERS INC | 05-15-2024 | 03-31-2024 | 149 | 152,393,410 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $11,957,785 | 69,733 | 0.01 | 0.01 | 349 | 0.50 | 03-31-2024 |
| MICROSOFT CORP | COM | 2 | $8,379,942 | 19,918 | 0.01 | 0.01 | -319 | -1.58 | 03-31-2024 |
| CAPITAL GROUP CORE EQUITY ET | SHS CREATION UNI | 3 | $5,755,504 | 184,708 | 0.00 | 0.00 | 32,089 | 21.03 | 03-31-2024 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 4 | $4,631,607 | 11,014 | 0.00 | 0.00 | 215 | 1.99 | 03-31-2024 |
