Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ARIES WEALTH MANAGEMENT | 01-10-2024 | 12-31-2023 | 201 | 280,421,401 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $18,278,028 | 94,936 | 0.01 | 0.01 | -1,450 | -1.50 | 12-31-2023 |
| MICROSOFT CORP | COM | 2 | $13,302,097 | 35,374 | 0.00 | 0.00 | -448 | -1.25 | 12-31-2023 |
| VANGUARD INDEX FDS | SMALL CP ETF | 3 | $9,496,385 | 44,515 | 0.00 | 0.00 | 3,440 | 8.37 | 12-31-2023 |
| VANGUARD INDEX FDS | GROWTH ETF | 4 | $9,074,587 | 29,190 | 0.00 | 0.00 | 4,770 | 19.53 | 12-31-2023 |
