Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PRIVATE WEALTH PARTNERS LLC | 02-02-2024 | 12-31-2023 | 170 | 1,183,127,729 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WALMART INC | COM | 101 | $874,012 | 5,544 | 0.00 | 0.00 | 112 | 2.06 | 12-31-2023 |
| CROWN CASTLE INC | COM | 102 | $867,453 | 7,531 | 0.00 | 0.00 | -1,478 | -16.41 | 12-31-2023 |
| VANGUARD WORLD FDS | INF TECH ETF | 103 | $833,932 | 1,723 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| KIMBERLY-CLARK CORP | COM | 104 | $824,202 | 6,783 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
