Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PRIVATE ADVISORY GROUP LLC | 02-13-2024 | 12-31-2023 | 189 | 576,141,198 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CLOUDFLARE INC | CL A COM | 101 | $2,466,911 | 29,629 | 0.00 | 0.00 | -2,259 | -7.08 | 12-31-2023 |
| BHP GROUP LTD | SPONSORED ADS | Liquidated | $0 | 0 | 0.00 | 0.00 | -311 | -0.72 | 12-31-2023 |
| GENERAL ELECTRIC CO | COM NEW | 103 | $2,400,850 | 18,811 | 0.00 | 0.00 | 1,481 | 8.55 | 12-31-2023 |
| PROCTER AND GAMBLE CO | COM | 104 | $2,345,226 | 16,004 | 0.00 | 0.00 | 419 | 2.69 | 12-31-2023 |
