Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FOURTHOUGHT FINANCIAL PARTNERS LLC | 02-06-2024 | 12-31-2023 | 312 | 796,002,773 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MICROSOFT CORP COM | Stock | 1 | $39,888,889 | 106,076 | 0.01 | 0.00 | -1,350 | -1.26 | 12-31-2023 |
| APPLE INC COM | Stock | 2 | $34,010,619 | 176,651 | 0.00 | 0.00 | -688 | -0.39 | 12-31-2023 |
| AMERICAN TOWER CORP NEW COM | REIT | 3 | $19,253,421 | 89,186 | 0.00 | 0.00 | -3,301 | -3.57 | 12-31-2023 |
| BROADCOM INC COM | Stock | 4 | $18,843,278 | 16,881 | 0.00 | 0.00 | -373 | -2.16 | 12-31-2023 |
