Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| 1834 INVESTMENT ADVISORS CO | 01-11-2024 | 12-31-2023 | 225 | 837,161,765 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| RBB FD INC | US TREAS 3 MNTH | 101 | $1,496,997 | 30,024 | 0.00 | 0.00 | -2,187 | -6.79 | 12-31-2023 |
| SOUTHERN CO | COM | 102 | $1,490,331 | 21,254 | 0.00 | 0.00 | -213 | -0.99 | 12-31-2023 |
| BOEING CO | COM | 103 | $1,453,701 | 5,577 | 0.00 | 0.00 | -248 | -4.26 | 12-31-2023 |
| SPDR SER TR | NUVEEN BLMBRG SH | 104 | $1,424,716 | 29,812 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
