Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CALLAN CAPITAL LLC | 02-02-2024 | 12-31-2023 | 234 | 1,059,753,173 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CHENIERE ENERGY INC | COM NEW | Liquidated | $0 | 0 | 0.00 | 2,850 | +Inf | 12-31-2023 | |
| ISHARES GOLD TR | ISHARES NEW | 152 | $469,375 | 12,026 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| NOVARTIS AG | SPONSORED ADR | 153 | $467,289 | 4,628 | 0.00 | 4,628 | +Inf | 12-31-2023 | |
| UNITEDHEALTH GROUP INC | COM | 154 | $464,347 | 882 | 0.00 | 0.00 | 49 | 5.88 | 12-31-2023 |
