Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MORTON BROWN FAMILY WEALTH LLC | 04-23-2024 | 03-31-2024 | 216 | 242,276,566 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| RIVIAN AUTOMOTIVE INC COM CL A | Stock | 451 | $909 | 83 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| AMERICAN AIRLS GROUP INC COM | Stock | 452 | $860 | 56 | 0.00 | 56 | +Inf | 03-31-2024 | |
| WARNER BROS DISCOVERY INC COM SER A | Stock | 453 | $786 | 90 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| TAYSHA GENE THERAPIES INC COM SHS | Stock | 454 | $746 | 260 | 0.00 | 260 | +Inf | 03-31-2024 |
