Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SYNERGY ASSET MANAGEMENT LLC | 04-18-2024 | 03-31-2024 | 128 | 588,777,340 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| LIVE NATION ENTERTAINMENT IN | COM | Liquidated | $0 | 0 | 0.00 | 12,298 | +Inf | 03-31-2024 | |
| WYNN RESORTS LTD | COM | Liquidated | $0 | 0 | 0.00 | 12,625 | +Inf | 03-31-2024 | |
| AMERICAN TOWER CORP NEW | COM | Liquidated | $0 | 0 | 0.00 | 5,824 | +Inf | 12-31-2023 | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 254 | $1,104,707 | 2,627 | 0.00 | 0.00 | -32,198 | -92.46 | 03-31-2024 |
