Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
HYMAN CHARLES D | 11-01-2023 | 09-30-2023 | 231 | 1,537,703,000 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
MORGAN STANLEY | COM NEW | 151 | $587,000 | 7,188 | 0.00 | 0.00 | 31 | 0.43 | 09-30-2023 |
ISHARES TR | U.S. TECH ETF | 152 | $585,000 | 5,572 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
AUTODESK INC | COM | 153 | $584,000 | 2,824 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
CINTAS CORP | COM | 154 | $560,000 | 1,164 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |