Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PRIVATE CAPITAL MANAGEMENT LLC | 01-09-2024 | 12-31-2023 | 175 | 447,584,838 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 151 | $304,298 | 600 | 0.00 | 0.00 | -9 | -1.48 | 12-31-2023 |
| AT&T INC | COM | 152 | $301,743 | 17,982 | 0.00 | 0.00 | 1,463 | 8.86 | 12-31-2023 |
| AMGEN INC | COM | 153 | $299,829 | 1,041 | 0.00 | 1,041 | +Inf | 12-31-2023 | |
| STARBUCKS CORP | COM | 154 | $299,334 | 3,118 | 0.00 | 0.00 | 468 | 17.66 | 12-31-2023 |
