Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BEAIRD HARRIS WEALTH MANAGEMENT LLC | 11-15-2023 | 09-30-2023 | 457 | 835,343,828 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | LARGE CAP ETF | 151 | $105,282 | 538 | 0.00 | 0.00 | -165 | -23.47 | 09-30-2023 |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | 152 | $104,291 | 4,631 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| INTEL CORP | COM | 153 | $104,231 | 2,932 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| ENLINK MIDSTREAM LLC | COM UNIT REP LTD | 154 | $102,917 | 8,422 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
