Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| COLUMN CAPITAL ADVISORS LLC | 11-03-2023 | 09-30-2023 | 806 | 679,964,107 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN EQUITY PREMIUM INCOME ETF | ETF | 51 | $1,392,560 | 26,000 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| SCHWAB U.S. LARGE-CAP ETF | ETF | 52 | $1,386,361 | 27,398 | 0.00 | 0.00 | 1 | 0.00 | 09-30-2023 |
| VISA INC | Stock | 53 | $1,330,608 | 5,785 | 0.00 | 0.00 | 1,312 | 29.33 | 09-30-2023 |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 54 | $1,297,636 | 742,948 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
