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 |
|---|---|---|---|---|---|---|---|---|---|
| iShares Core MSCI Emerg MKTS | COM | Liquidated | $0 | 0 | 0.00 | 6,237 | +Inf | 06-30-2024 | |
| Hca Holdings Inc SHS | COM | Liquidated | $0 | 0 | 0.00 | 1,051 | +Inf | 06-30-2024 | |
| Caterpillar | COM | Liquidated | $0 | 0 | 0.00 | 950 | +Inf | 06-30-2024 | |
| EATON CORP PLC | SHS | 354 | $325,778 | 1,039 | 0.00 | 1,039 | +Inf | 06-30-2024 |
