Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KARPAS STRATEGIES LLC | 02-07-2024 | 12-31-2023 | 117 | 302,469,180 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AMAZON COM INC COM | Stock | 101 | $394,284 | 2,595 | 0.00 | 0.00 | 880 | 51.31 | 12-31-2023 |
| MONDELEZ INTL INC CL A | Stock | 102 | $377,215 | 5,208 | 0.00 | 0.00 | -1,500 | -22.36 | 12-31-2023 |
| THERMO FISHER SCIENTIFIC INC COM | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | -366 | -33.58 | 12-31-2023 |
| LIBERTY GLOBAL LTD COM CL A | Stock | 104 | $344,187 | 19,369 | 0.00 | 19,369 | +Inf | 12-31-2023 |
