Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
WOLFF WIESE MAGANA LLC 04-18-2024 03-31-2024 1058 116,011,650
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
NVIDIA CORPORATION COM 1 $5,540,511 6,132 0.00 0.00 -638 -9.42 03-31-2024
MICROSOFT CORP COM 2 $5,120,597 12,171 0.00 0.00 -351 -2.80 03-31-2024
DIMENSIONAL ETF TRUST US CORE EQT MKT Liquidated $0 0 0.00 0.00 -3,825 -3.19 12-31-2023
APPLE INC COM 4 $3,592,306 20,949 0.00 0.00 -2,569 -10.92 03-31-2024
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