Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BEVERLY HILLS PRIVATE WEALTH LLC | 11-08-2023 | 09-30-2023 | 837 | 336,160,670 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INTERNATIONAL FLAVORS&FRAGRA | COM | 101 | $765,291 | 11,226 | 0.00 | 11,226 | +Inf | 09-30-2023 | |
| QUALCOMM INC | COM | 102 | $732,554 | 6,596 | 0.00 | 6,596 | +Inf | 09-30-2023 | |
| 3M CO | COM | 103 | $719,240 | 7,683 | 0.00 | 7,683 | +Inf | 09-30-2023 | |
| ISHARES TR | MBS ETF | 104 | $719,152 | 8,099 | 0.00 | 8,099 | +Inf | 09-30-2023 |
