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 |
|---|---|---|---|---|---|---|---|---|---|
| FreeportMcmoran Inc | COM | Liquidated | $0 | 0 | 0.00 | 5,219 | +Inf | 06-30-2024 | |
| SPDR SP Regional Banking ETF | COM | Liquidated | $0 | 0 | 0.00 | 5,288 | +Inf | 06-30-2024 | |
| Home Depot | COM | Liquidated | $0 | 0 | 0.00 | 774 | +Inf | 06-30-2024 | |
| SPDR SER TR | S&P REGL BKG | 404 | $259,641 | 5,288 | 0.00 | 5,288 | +Inf | 06-30-2024 |
