Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BIGSUR WEALTH MANAGEMENT LLC | 02-06-2024 | 12-31-2023 | 118 | 210,088,691 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BANK AMERICA CORP | COM | 101 | $471,380 | 14,000 | 0.00 | 0.00 | -2,250 | -13.85 | 12-31-2023 |
| GLOBAL X FDS | US INFR DEV ETF | 102 | $470,777 | 13,600 | 0.00 | 0.00 | -1,400 | -9.33 | 12-31-2023 |
| ENERGY TRANSFER L P | COM UT LTD PTN | 103 | $469,200 | 34,000 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| BLACKROCK INC | COM | 104 | $411,583 | 507 | 0.00 | 0.00 | 18 | 3.68 | 12-31-2023 |
