Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
FFT WEALTH MANAGEMENT LLC | 04-30-2024 | 03-31-2024 | 154 | 1,161,524,435 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DEL CL B NEW | CL B NEW | 151 | $322,118 | 766 | 0.00 | 766 | +Inf | 03-31-2024 | |
US BANCORP DEL COM NEW | COM NEW | 152 | $321,929 | 7,202 | 0.00 | 7,202 | +Inf | 03-31-2024 | |
HONEYWELL INTL INC COM | COM | 153 | $318,548 | 1,552 | 0.00 | 0.00 | 452 | 41.09 | 03-31-2024 |
SPDR PORTFOLIO S&P 500 GROWTH ETF | PRTFLO S&P500 GW | 154 | $308,620 | 4,219 | 0.00 | 0.00 | -535,738 | -99.22 | 03-31-2024 |