Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PRIVATE PORTFOLIO PARTNERS LLC | 11-14-2023 | 09-30-2023 | 252 | 385,947,676 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WISDOMTREE TR | JAPN HEDGE EQT | 101 | $867,409 | 9,829 | 0.00 | 0.00 | 1,036 | 11.78 | 09-30-2023 |
| ISHARES TR | RUS 1000 VAL ETF | 102 | $847,908 | 5,585 | 0.00 | 0.00 | -125 | -2.19 | 09-30-2023 |
| DOW INC | COM | 103 | $845,381 | 16,396 | 0.00 | 0.00 | -650 | -3.81 | 09-30-2023 |
| UNITEDHEALTH GROUP INC | COM | 104 | $844,020 | 1,674 | 0.00 | 0.00 | 28 | 1.70 | 09-30-2023 |
