Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
TCG ADVISORY SERVICES LLC 08-09-2024 06-30-2024 501 2,639,462,404
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
BERKSHIRE HATHAWAY INC DEL CL B NEW 1 $560,293,160 23,703 0.02 0.00 1,100 4.87 06-30-2024
NVIDIA CORPORATION COM 2 $151,894,900 1,229,520 0.01 0.01 1,108,248 913.85 06-30-2024
APPLE INC COM 3 $147,492,196 700,276 0.01 0.01 14,167 2.06 06-30-2024
VANGUARD INDEX FDS TOTAL STK MKT 4 $74,031,713 276,744 0.00 0.00 18,722 7.26 06-30-2024
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