Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
LEIBMAN FINANCIAL SERVICES INC | 04-04-2024 | 03-31-2024 | 53 | 130,303,251 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
WISDOMTREE TR | FLOATING RAT TREA | 1 | $9,089,091 | 180,734 | 0.01 | 180,734 | +Inf | 03-31-2024 | |
UNITED RENTALS INC | COM | 2 | $6,397,209 | 8,872 | 0.00 | 8,872 | +Inf | 03-31-2024 | |
DEERE & CO | COM | 3 | $5,371,484 | 13,078 | 0.00 | 13,078 | +Inf | 03-31-2024 | |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 4 | $4,756,553 | 11,312 | 0.00 | 11,312 | +Inf | 03-31-2024 |