Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| 1858 WEALTH MANAGEMENT LLC | 04-15-2024 | 03-31-2024 | 121 | 105,458,734 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | COM | 1 | $5,682,340 | 15,111 | 0.01 | 15,111 | +Inf | 03-31-2024 | |
| APPLE INC | COM | 2 | $5,355,800 | 27,818 | 0.01 | 27,818 | +Inf | 03-31-2024 | |
| CME GROUP INC | COM | 3 | $3,853,980 | 18,300 | 0.00 | 18,300 | +Inf | 03-31-2024 | |
| AMETEK INC | COM | 4 | $3,768,561 | 22,855 | 0.00 | 22,855 | +Inf | 03-31-2024 |
