Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KOLINSKY WEALTH MANAGEMENT LLC | 08-14-2024 | 06-30-2024 | 156 | 139,562,011 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WATTS WATER TECHNOLOGIES INC | CL A | 101 | $343,452 | 1,873 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| MOELIS & CO | CL A | 102 | $343,434 | 6,040 | 0.00 | 0.00 | 6 | 0.10 | 06-30-2024 |
| MARVELL TECHNOLOGY INC | COM | 103 | $342,510 | 4,900 | 0.00 | 0.00 | 408 | 9.08 | 06-30-2024 |
| ISHARES BITCOIN TR | SHS | 104 | $339,898 | 9,956 | 0.00 | 0.00 | 75 | 0.76 | 06-30-2024 |
