Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LIBERTY WEALTH MANAGEMENT LLC | 08-10-2023 | 06-30-2023 | 191 | 404,747,701 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PULTE GROUP INC | COM | 151 | $424,569 | 5,466 | 0.00 | 0.00 | -24 | -0.44 | 06-30-2023 |
| ISHARES TR | S&P 500 VAL ETF | 152 | $420,197 | 2,607 | 0.00 | 0.00 | -32 | -1.21 | 06-30-2023 |
| ABM INDS INC | COM | 153 | $418,083 | 9,803 | 0.00 | 0.00 | 5 | 0.05 | 06-30-2023 |
| RAYTHEON TECHNOLOGIES CORP | COM | 154 | $415,722 | 3,246 | 0.00 | 0.00 | 310 | 10.56 | 06-30-2023 |
