Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WHITE KNIGHT STRATEGIC WEALTH ADVISORS LLC | 08-11-2023 | 06-30-2023 | 70 | 85,429,962 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 1 | $15,340,908 | 44,988 | 0.02 | 17.50 | -127 | -0.28 | 06-30-2023 |
| JOHNSON & JOHNSON | COM | 2 | $4,946,677 | 29,886 | 0.01 | 5.84 | -104 | -0.35 | 06-30-2023 |
| APPLE INC | COM | 3 | $4,773,874 | 24,611 | 0.01 | 5.31 | -1,025 | -4.00 | 06-30-2023 |
| AMAZON COM INC | COM | 4 | $4,677,447 | 35,881 | 0.01 | 4.87 | -1,620 | -4.32 | 06-30-2023 |
