Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PRIVATE WEALTH ADVISORS LLC | 01-23-2024 | 12-31-2023 | 71 | 256,403,760 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INTUITIVE SURGICAL INC | COM NEW | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 102 | $364,895 | 5,659 | 0.00 | 0.00 | 38 | 0.68 | 12-31-2023 |
| ISHARES TR | CHINA LG-CAP ETF | Liquidated | $0 | 0 | 0.00 | 13,300 | +Inf | 12-31-2023 | |
| CHEVRON CORP NEW | COM | 104 | $353,831 | 2,372 | 0.00 | 0.00 | -140 | -5.57 | 12-31-2023 |
