Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ONE CHARLES PRIVATE WEALTH SERVICES LLC | 02-06-2024 | 12-31-2023 | 140 | 188,912,791 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ACV AUCTIONS INC | COM CL A | 1 | $18,830,253 | 1,242,921 | 0.01 | 0.01 | -3,140 | -0.25 | 12-31-2023 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 2 | $18,547,736 | 52,004 | 0.01 | 0.01 | 4,093 | 8.54 | 12-31-2023 |
| LISTED FD TR | HORIZON KINETICS | 3 | $12,485,710 | 396,750 | 0.01 | 0.01 | -6,910 | -1.71 | 12-31-2023 |
| TEXAS PACIFIC LAND CORPORATI | COM | 4 | $11,530,317 | 7,333 | 0.01 | 0.01 | -44 | -0.60 | 12-31-2023 |
