Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STRATEGIC ADVISORS LLC | 01-19-2024 | 12-31-2023 | 199 | 528,365,949 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VERIZON COMMUNICATIONS INC | COM | 101 | $1,209,254 | 32,076 | 0.00 | 0.00 | -5,597 | -14.86 | 12-31-2023 |
| STELLANTIS N.V | SHS | 102 | $1,166,000 | 50,000 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| WALMART INC | COM | 103 | $1,124,252 | 7,131 | 0.00 | 0.00 | -93 | -1.29 | 12-31-2023 |
| SERVICENOW INC | COM | 104 | $1,115,548 | 1,579 | 0.00 | 0.00 | 67 | 4.43 | 12-31-2023 |
