Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LIFE PLANNING PARTNERS INC | 01-19-2024 | 12-31-2023 | 263 | 101,628,406 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MATTERPORT INC COM CL A | MTTR | 351 | $4,517 | 1,679 | 0.00 | 1,679 | +Inf | 12-31-2023 | |
| PALO ALTO NETWORKS INC COM USD0.0001 | PANW | 352 | $4,424 | 15 | 0.00 | 15 | +Inf | 12-31-2023 | |
| SPDR BLOOMBERG INTERNATIONAL TREASURY BOND ETF | BWX | 353 | $4,382 | 189 | 0.00 | 189 | +Inf | 12-31-2023 | |
| REGIONS FINANCIAL CORP NEW COM | RF | 354 | $4,371 | 226 | 0.00 | 226 | +Inf | 12-31-2023 |
