Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| VANCE WEALTH INC | 08-02-2024 | 06-30-2024 | 90 | 243,537,857 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | CL A | 51 | $612,241 | 1 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| NETFLIX INC | COM | 52 | $607,944 | 901 | 0.00 | 0.00 | 24 | 2.74 | 06-30-2024 |
| CHEVRON CORP NEW | COM | 53 | $588,744 | 3,764 | 0.00 | 0.00 | -60 | -1.57 | 06-30-2024 |
| BANK AMERICA CORP | COM | 54 | $588,278 | 14,792 | 0.00 | 0.00 | 135 | 0.92 | 06-30-2024 |
