Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HOLISTIC FINANCIAL PARTNERS | 02-12-2024 | 12-31-2023 | 119 | 166,255,459 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SEABOARD CORP DEL | COM | 101 | $714,020 | 200 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| GOLDMAN SACHS GROUP INC | COM | 102 | $712,132 | 1,846 | 0.00 | 0.00 | 437 | 31.01 | 12-31-2023 |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 103 | $707,868 | 1,395 | 0.00 | 0.00 | 4 | 0.29 | 12-31-2023 |
| UNITEDHEALTH GROUP INC | COM | 104 | $675,462 | 1,283 | 0.00 | 0.00 | 75 | 6.21 | 12-31-2023 |
