Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
HIGH NET WORTH ADVISORY GROUP LLC | 01-08-2024 | 12-31-2023 | 196 | 269,303,581 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
GERON CORP | COM | 1101 | $53,847 | 25,520 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |