Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HOLISTIC FINANCIAL PARTNERS | 02-12-2024 | 12-31-2023 | 119 | 166,255,459 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 151 | $423,592 | 4,073 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ASTRAZENECA PLC | SPONSORED ADR | 152 | $415,348 | 6,167 | 0.00 | 0.00 | -361 | -5.53 | 12-31-2023 |
| HOME DEPOT INC | COM | 153 | $411,477 | 1,187 | 0.00 | 0.00 | 113 | 10.52 | 12-31-2023 |
| NISOURCE INC | COM | 154 | $408,979 | 15,404 | 0.00 | 0.00 | 90 | 0.59 | 12-31-2023 |
