Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BEVERLY HILLS PRIVATE WEALTH LLC | 11-08-2023 | 09-30-2023 | 837 | 336,160,670 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $21,287,840 | 124,337 | 0.01 | 124,337 | +Inf | 09-30-2023 | |
| MICROSOFT CORP | COM | 2 | $13,957,419 | 47,700 | 0.00 | 47,700 | +Inf | 09-30-2023 | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 3 | $8,298,957 | 23,691 | 0.00 | 23,691 | +Inf | 09-30-2023 | |
| GOLDMAN SACHS ETF TR | ACCES TREASURY | 4 | $6,850,039 | 68,425 | 0.00 | 68,425 | +Inf | 09-30-2023 |
