Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ERTS WEALTH ADVISORS LLC | 01-23-2024 | 12-31-2023 | 87 | 463,538,963 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ENBRIDGE INC | COM | 101 | $810,259 | 22,495 | 0.00 | 0.00 | 1,147 | 5.37 | 12-31-2023 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 102 | $715,817 | 2,007 | 0.00 | 0.00 | -6 | -0.30 | 12-31-2023 |
| ISHARES TR | S&P MC 400VL ETF | 103 | $678,310 | 5,948 | 0.00 | 0.00 | -23 | -0.39 | 12-31-2023 |
| META PLATFORMS INC | CL A | 104 | $626,155 | 1,769 | 0.00 | 0.00 | 32 | 1.84 | 12-31-2023 |
