Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PRIVATE CAPITAL MANAGEMENT LLC | 01-09-2024 | 12-31-2023 | 175 | 447,584,838 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| LOCKHEED MARTIN CORP | COM | 101 | $516,241 | 1,139 | 0.00 | 0.00 | 36 | 3.26 | 12-31-2023 |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 102 | $514,165 | 9,118 | 0.00 | 9,118 | +Inf | 12-31-2023 | |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 103 | $502,967 | 4,889 | 0.00 | 0.00 | 79 | 1.64 | 12-31-2023 |
| BANK AMERICA CORP | COM | 104 | $494,370 | 14,683 | 0.00 | 0.00 | -1,071 | -6.80 | 12-31-2023 |
