Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BEVERLY HILLS PRIVATE WEALTH LLC | 11-08-2023 | 09-30-2023 | 837 | 336,160,670 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CONOCOPHILLIPS | COM | 151 | $482,296 | 4,026 | 0.00 | 4,026 | +Inf | 09-30-2023 | |
| IRON MTN INC DEL | COM | 152 | $475,600 | 8,000 | 0.00 | 8,000 | +Inf | 09-30-2023 | |
| METLIFE INC | COM | 153 | $475,451 | 7,558 | 0.00 | 7,558 | +Inf | 09-30-2023 | |
| DARDEN RESTAURANTS INC | COM | 154 | $469,344 | 3,277 | 0.00 | 3,277 | +Inf | 09-30-2023 |
