Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WOLF GROUP CAPITAL ADVISORS | 04-25-2024 | 03-31-2024 | 103 | 210,396,110 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | GROWTH ETF | 101 | $753,537 | 2,663 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ENCOMPASS HEALTH CORP | COM | 102 | $740,966 | 10,943 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SCHWAB CHARLES CORP | COM | Liquidated | $0 | 0 | 0.00 | 12,744 | +Inf | 12-31-2023 | |
| CHARTER COMMUNICATIONS INC N | CL A | 104 | $685,512 | 1,866 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
