Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| EXECUTIVE WEALTH MANAGEMENT LLC | 08-08-2024 | 06-30-2024 | 118 | 545,399,831 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CANADIAN PACIFIC KANSAS CITY | COM | 201 | $2,653,652 | 33,706 | 0.00 | 0.00 | 862 | 2.62 | 06-30-2024 |
| EATON CORP PLC | SHS | 202 | $2,652,285 | 8,459 | 0.00 | 0.00 | 7,594 | 877.92 | 06-30-2024 |
| SERVICENOW INC | COM | 203 | $2,645,739 | 3,363 | 0.00 | 0.00 | 18 | 0.54 | 06-30-2024 |
| ROYALTY PHARMA PLC | SHS CLASS A | 204 | $2,572,095 | 97,539 | 0.00 | 0.00 | 4,583 | 4.93 | 06-30-2024 |
