Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| EPACRIA CAPITAL PARTNERS LLC | 08-14-2024 | 06-30-2024 | 56 | 136,372,278 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 1 | $15,767,568 | 38,760 | 0.01 | 0.01 | 0 | 0.00 | 06-30-2024 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 2 | $11,514,860 | 233,000 | 0.01 | 0.01 | 0 | 0.00 | 06-30-2024 |
| PHILIP MORRIS INTL INC | COM | 3 | $10,757,902 | 106,167 | 0.01 | 0.01 | 7,128 | 7.20 | 06-30-2024 |
| BRITISH AMERN TOB PLC | SPONSORED ADR | 4 | $9,728,444 | 314,531 | 0.01 | 0.01 | 2,800 | 0.90 | 06-30-2024 |
