Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CM WEALTH ADVISORS LLC | 08-14-2024 | 06-30-2024 | 75 | 210,348,699 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NORFOLK SOUTHN CORP | COM | 151 | $808,093 | 3,764 | 0.00 | 0.00 | 2,786 | 284.87 | 06-30-2024 |
| Intuitive Surgical Inc | COM | Liquidated | $0 | 0 | 0.00 | 2,076 | +Inf | 06-30-2024 | |
| Asml Holding NVNY | COM | Liquidated | $0 | 0 | 0.00 | 869 | +Inf | 06-30-2024 | |
| Airbnb Inc | COM | Liquidated | $0 | 0 | 0.00 | 4,706 | +Inf | 06-30-2024 |
