Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| 1776 WEALTH LLC | 05-10-2024 | 03-31-2024 | 164 | 211,285,520 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INCORPORATED | Common | 1 | $22,249,072 | 129,747 | 0.01 | 129,747 | +Inf | 03-31-2024 | |
| APPLE INCORPORATED | COM | Liquidated | $0 | 0 | 0.01 | 125,861 | +Inf | 03-31-2024 | |
| ADOBE INCORPORATED | COM | Liquidated | $0 | 0 | 0.01 | 40,680 | +Inf | 03-31-2024 | |
| AMAZON COM INCORPORATED | Common | 4 | $19,463,002 | 107,900 | 0.01 | 107,900 | +Inf | 03-31-2024 |
