Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LESTER MURRAY ANTMAN DBA SIMPLYRICH | 01-26-2024 | 12-31-2023 | 173 | 290,783,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BROADCOM INC | COM | 151 | $839,000 | 752 | 0.29 | 0.30 | 0 | 0.00 | 12-31-2023 |
| EBAY INC. | COM | 152 | $838,000 | 19,220 | 0.29 | 0.41 | 0 | 0.00 | 12-31-2023 |
| ABB LTD | SPONSORED ADR | 153 | $801,000 | 18,073 | 0.28 | 0.31 | 0 | 0.00 | 12-31-2023 |
| SONY GROUP CORPORATION | SPONSORED ADR | 154 | $771,000 | 8,146 | 0.27 | 8,146 | +Inf | 12-31-2023 |
