Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LM ADVISORS LLC | 05-15-2024 | 03-31-2024 | 246 | 629,911,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BLACKSTONE INC COM | COM | 101 | $982,000 | 7,471 | 0.16 | 7,471 | +Inf | 03-31-2024 | |
| ISHARES TR ISHARES BIOTECH | ETF | 102 | $978,000 | 7,997 | 0.16 | 7,997 | +Inf | 03-31-2024 | |
| PALANTIR TECHNOLOGIES INC CL A | CL A | 103 | $972,000 | 42,234 | 0.15 | 42,234 | +Inf | 03-31-2024 | |
| FIRST TR EXCHNG TRADED FD VI FT VEST U.S EQT | ETF | 104 | $969,000 | 29,050 | 0.15 | 29,050 | +Inf | 03-31-2024 |
