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 |
|---|---|---|---|---|---|---|---|---|---|
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 51 | $589,564 | 3,392 | 0.00 | 0.00 | 963 | 39.65 | 06-30-2024 |
| CISCO SYS INC | COM | 52 | $585,133 | 12,316 | 0.00 | 0.00 | -823 | -6.26 | 06-30-2024 |
| PRIMERICA INC | COM | 53 | $581,040 | 2,456 | 0.00 | 0.00 | 1 | 0.04 | 06-30-2024 |
| BLACKROCK INC | COM | 54 | $575,531 | 731 | 0.00 | 0.00 | 25 | 3.54 | 06-30-2024 |
