Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TOTAL CLARITY WEALTH MANAGEMENT INC | 07-24-2023 | 06-30-2023 | 212 | 201,497,288 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| GCM GROSVENOR INC | COM CL A | 401 | $132,304 | 17,547 | 0.00 | 17,547 | +Inf | 06-30-2023 | |
| DUCKHORN PORTFOLIO INC | COM | 402 | $131,088 | 10,107 | 0.00 | 10,107 | +Inf | 06-30-2023 | |
| LADDER CAP CORP | CL A | 403 | $119,781 | 11,040 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
