Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| NARUS FINANCIAL PARTNERS LLC | 05-14-2024 | 12-31-2019 | 79 | 142,763,347 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WALMART INC | COM | 1 | $89,118,457 | 1,481,111 | 0.04 | 0.04 | 983,762 | 197.80 | 03-31-2024 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | Liquidated | $0 | 0 | 0.00 | 0.00 | 89,670 | +Inf | 09-30-2019 |
| ISHARES TR | NATIONAL MUN ETF | 3 | $908,209 | 8,441 | 0.00 | 0.00 | -165 | -1.92 | 03-31-2024 |
| SCHWAB CHARLES FAMILY FD | AMT TAX FREE MNY | Liquidated | $0 | 0 | 0.00 | 0.00 | 3,664,360 | +Inf | 09-30-2019 |
