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 |
|---|---|---|---|---|---|---|---|---|---|
| Lululemon Athletica Inc | COM | Liquidated | $0 | 0 | 0.00 | 1,483 | +Inf | 06-30-2024 | |
| AMAZON COM INC | COM | 252 | $491,048 | 2,541 | 0.00 | 0.00 | -3,385 | -57.12 | 06-30-2024 |
| MSCI Inc | COM | Liquidated | $0 | 0 | 0.00 | 1,008 | +Inf | 06-30-2024 | |
| Carmax Inc | COM | Liquidated | $0 | 0 | 0.00 | 6,844 | +Inf | 06-30-2024 |
