Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RED DOOR WEALTH MANAGEMENT LLC | 04-17-2024 | 03-31-2024 | 195 | 518,955,286 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| GENERAL ELECTRIC CO | COM NEW | 201 | $352,464 | 2,008 | 0.00 | 0.00 | -398 | -16.54 | 03-31-2024 |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 202 | $348,924 | 2,986 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| TEXAS INSTRS INC | COM | 203 | $347,549 | 1,995 | 0.00 | 0.00 | -76 | -3.67 | 03-31-2024 |
| MEDTRONIC PLC | SHS | 204 | $333,436 | 3,826 | 0.00 | 0.00 | -75 | -1.92 | 03-31-2024 |
