Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
GARNER ASSET MANAGEMENT CORP 02-14-2024 12-31-2023 380 205,825,268
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
VANGUARD INDEX FDS TOTAL STK MKT 1 $16,016,382 133,337 0.01 133,337 +Inf 12-31-2023
BERKSHIRE HATHAWAY INC DEL CL B NEW 2 $9,019,234 22,813 0.00 4.68 -508 -2.18 12-31-2023
DIVERSIFIED HEALTHCARE TR COM SHS BEN INT Liquidated $0 0 4.52 3.36 -31,780 -5.67 12-31-2023
INVESCO QQQ TR UNIT SER 1 4 $7,678,391 17,743 0.00 3.23 2,009 12.77 12-31-2023
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