Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| 1834 INVESTMENT ADVISORS CO | 01-11-2024 | 12-31-2023 | 225 | 837,161,765 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PRICE T ROWE GROUP INC | COM | 151 | $741,877 | 6,889 | 0.00 | 0.00 | 2,084 | 43.37 | 12-31-2023 |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | 152 | $740,708 | 11,696 | 0.00 | 0.00 | -184 | -1.55 | 12-31-2023 |
| ISHARES TR | EAFE VALUE ETF | 153 | $728,567 | 13,984 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| KLA CORP | COM NEW | 154 | $713,837 | 1,228 | 0.00 | 0.00 | -410 | -25.03 | 12-31-2023 |
