Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AUSTIN PRIVATE WEALTH LLC | 04-12-2024 | 03-31-2024 | 261 | 869,326,477 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | IBONDS 25 TRM TS | 101 | $856,018 | 36,977 | 0.00 | 0.00 | 11,861 | 47.22 | 03-31-2024 |
| SALESFORCE INC | COM | 102 | $850,529 | 2,791 | 0.00 | 0.00 | 655 | 30.66 | 03-31-2024 |
| ISHARES TR | ESG EAFE ETF | 103 | $814,209 | 11,986 | 0.00 | 0.00 | 1,091 | 10.01 | 03-31-2024 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 104 | $800,200 | 1,904 | 0.00 | 0.00 | -130 | -6.39 | 03-31-2024 |
