Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
FFT WEALTH MANAGEMENT LLC | 04-30-2024 | 03-31-2024 | 154 | 1,161,524,435 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
ADOBE INC COM | COM | 101 | $481,388 | 954 | 0.00 | 0.00 | 154 | 19.25 | 03-31-2024 |
COSTCO WHSL CORP NEW COM | COM | 102 | $472,363 | 644 | 0.00 | 0.00 | -196 | -23.33 | 03-31-2024 |
ABBVIE INC COM | COM | 103 | $471,093 | 2,587 | 0.00 | 0.00 | 312 | 13.71 | 03-31-2024 |
CHIPOTLE MEXICAN GRILL INC COM | COM | 104 | $433,109 | 149 | 0.00 | 0.00 | 3 | 2.05 | 03-31-2024 |