Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ARKFELD WEALTH STRATEGIES LLC | 04-15-2024 | 03-31-2024 | 90 | 182,407,332 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 1 | $26,089,652 | 63,772 | 0.01 | 0.01 | 2,642 | 4.32 | 03-31-2024 |
| AMAZON COM INC | COM | 2 | $18,408,738 | 98,998 | 0.01 | 0.01 | 3,376 | 3.53 | 03-31-2024 |
| HF SINCLAIR CORP | COM | 3 | $13,087,496 | 215,219 | 0.01 | 0.01 | -1,361 | -0.63 | 03-31-2024 |
| APPLE INC | COM | 4 | $11,103,295 | 66,178 | 0.01 | 0.01 | 2,286 | 3.58 | 03-31-2024 |
