Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
PATTON ALBERTSON MILLER GROUP LLC | 02-07-2024 | 12-31-2023 | 201 | 599,412,950 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
ISHARES TR | CORE S&P TTL STK | 1 | $25,771,181 | 244,903 | 0.00 | 0.00 | -9,935 | -3.90 | 12-31-2023 |
APPLE INC | COM | 2 | $23,301,184 | 121,026 | 0.00 | 0.00 | 3,151 | 2.67 | 12-31-2023 |
NVIDIA CORPORATION | COM | 3 | $17,168,703 | 34,669 | 0.00 | 0.00 | 601 | 1.76 | 12-31-2023 |
ISHARES TR | MSCI INTL QUALTY | 4 | $13,326,053 | 354,794 | 0.00 | 0.00 | -23,638 | -6.25 | 12-31-2023 |