Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
VISHRIA BIRD FINANCIAL GROUP LLC 01-25-2024 12-31-2023 59 211,547,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
FEDEX CORP COM 1 $20,366,000 80,506 9.63 12.06 158 0.20 12-31-2023
APPLE INC COM 2 $20,265,000 105,254 9.58 10.52 -3,214 -2.96 12-31-2023
MICROSOFT CORP COM 3 $13,742,000 36,544 6.50 6.75 -1,193 -3.16 12-31-2023
INVESCO EXCHNG TRAD SLF INDE BULLETSHS 2032 4 $13,126,000 634,415 6.20 634,415 +Inf 12-31-2023
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