Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AM INVESTMENT STRATEGIES LLC | 07-29-2024 | 06-30-2024 | 106 | 405,587,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $77,434,000 | 367,648 | 19.09 | 15.98 | 503 | 0.14 | 06-30-2024 |
| AMAZON COM INC | COM | 2 | $54,013,000 | 279,500 | 13.32 | 12.67 | 2,749 | 0.99 | 06-30-2024 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 3 | $50,050,000 | 123,032 | 12.34 | 12.85 | 2,624 | 2.18 | 06-30-2024 |
| SYNOVUS FINL CORP | COM NEW | 4 | $33,535,000 | 834,411 | 8.27 | 9.50 | -99,822 | -10.68 | 06-30-2024 |
