Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
ARTEMIS WEALTH ADVISORS LLC | 04-26-2024 | 03-31-2024 | 34 | 990,036,452 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
ALPS ETF TR | ALERIAN MLP | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
MEDTRONIC PLC | SHS | Liquidated | $0 | 0 | 0.00 | 0.00 | -3 | -0.47 | 03-31-2024 |
ROBLOX CORP | CL A | 103 | $49,000 | 750 | 0.01 | 750 | +Inf | 03-31-2021 | |
EXXON MOBIL CORP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 57 | 17.59 | 03-31-2024 |