Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WESTOVER CAPITAL ADVISORS LLC | 02-06-2024 | 12-31-2023 | 171 | 307,258,555 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $21,818,461 | 113,325 | 0.01 | 0.01 | -2,339 | -2.02 | 12-31-2023 |
| MICROSOFT CORP | COM | 2 | $13,963,118 | 37,132 | 0.00 | 0.00 | 2,752 | 8.00 | 12-31-2023 |
| ALPHABET INC | COM | Liquidated | $0 | 0 | 0.00 | 92,000 | +Inf | 12-31-2023 | |
| SPDR GOLD TR | COM | Liquidated | $0 | 0 | 0.00 | 58,216 | +Inf | 12-31-2023 |
