Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
LIBERTY WEALTH MANAGEMENT LLC | 08-10-2023 | 06-30-2023 | 191 | 404,747,701 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
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