Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TIEDEMANN ADVISORS LLC | 11-14-2023 | 09-30-2023 | 272 | 2,332,164,340 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES INC | ESG AWR MSCI EM | 101 | $1,855,015 | 61,262 | 0.00 | 0.00 | -74,169 | -54.77 | 09-30-2023 |
| ISHARES TR | CORE MSCI EAFE | 102 | $1,821,765 | 28,310 | 0.00 | 0.00 | 2,335 | 8.99 | 09-30-2023 |
| MCDONALDS CORP | COM | 103 | $1,816,765 | 6,897 | 0.00 | 0.00 | 108 | 1.59 | 09-30-2023 |
| ADOBE INC | COM | 104 | $1,805,046 | 3,540 | 0.00 | 0.00 | 53 | 1.52 | 09-30-2023 |
