Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HALBERT HARGROVE GLOBAL ADVISORS LLC | 10-11-2023 | 09-30-2023 | 120 | 1,340,886,201 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD WORLD FDS | INF TECH ETF | 151 | $247,344 | 596 | 0.00 | 0.00 | -115 | -16.17 | 09-30-2023 |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | 152 | $246,696 | 1,532 | 0.00 | 0.00 | 2 | 0.13 | 09-30-2023 |
| AEROVIRONMENT INC | COM | 153 | $245,366 | 2,200 | 0.00 | 0.00 | -1,150 | -34.33 | 09-30-2023 |
| 3M CO | COM | 154 | $242,851 | 2,594 | 0.00 | 0.00 | -1,853 | -41.67 | 09-30-2023 |
