Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SILVER LAKE ADVISORY LLC | 04-23-2024 | 03-31-2024 | 96 | 224,381,422 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ABBVIE INC | COM | 1 | $10,192,265 | 55,971 | 0.00 | 4.79 | 847 | 1.54 | 03-31-2024 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 2 | $8,257,751 | 19,637 | 0.00 | 3.93 | -35 | -0.18 | 03-31-2024 |
| DIGITAL RLTY TR INC | COM | 3 | $7,616,069 | 52,875 | 0.00 | 3.99 | -61 | -0.12 | 03-31-2024 |
| INVESCO EXCHANGE TRADED FD T | INTL DIVI ACHI | 4 | $6,841,307 | 369,003 | 0.00 | 3.75 | 6,238 | 1.72 | 03-31-2024 |
