Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| VIAWEALTH LLC | 02-12-2024 | 12-31-2023 | 151 | 145,466,854 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AVERY DENNISON CORP | COM | 101 | $507,017 | 2,508 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ISHARES TR | CORE S&P500 ETF | 102 | $503,956 | 1,055 | 0.00 | 0.00 | -427 | -28.81 | 12-31-2023 |
| U HAUL HOLDING COMPANY | COM SER N | 103 | $503,857 | 7,153 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | Liquidated | $0 | 0 | 0.00 | 0.00 | 125 | 2.26 | 12-31-2023 |
