Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CURATED WEALTH PARTNERS LLC | 04-10-2024 | 03-31-2024 | 1403 | 680,666,379 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FACTSET RESEARCH SYS | COM | 151 | $423,492 | 932 | 0.00 | 0.00 | -61 | -6.14 | 03-31-2024 |
| ARTISAN PARTNERS ASSET I | COM | 152 | $419,573 | 9,167 | 0.00 | 9,167 | +Inf | 03-31-2024 | |
| ISHARES RUSSELL 1000 | COM | 153 | $417,644 | 1,450 | 0.00 | 1,450 | +Inf | 03-31-2024 | |
| FIRST HAWAIIAN INCORPORA | COM | 154 | $402,746 | 18,340 | 0.00 | 0.00 | -1,178 | -6.04 | 03-31-2024 |
