Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KARPAS STRATEGIES LLC | 02-07-2024 | 12-31-2023 | 117 | 302,469,180 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BROOKFIELD CORP CL A LTD VT SH | Stock | 1 | $29,854,415 | 744,128 | 0.01 | 0.01 | 35,641 | 5.03 | 12-31-2023 |
| JOHNSON & JOHNSON COM | Stock | 2 | $21,008,840 | 134,036 | 0.01 | 0.01 | 118 | 0.09 | 12-31-2023 |
| CHARLES SCHWAB CORP COM | Stock | 3 | $17,208,508 | 250,124 | 0.01 | 0.01 | -2,382 | -0.94 | 12-31-2023 |
| MERCK & CO INC COM | Stock | 4 | $14,492,471 | 132,934 | 0.00 | 0.01 | 79 | 0.06 | 12-31-2023 |
