Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PRIVATE WEALTH PARTNERS LLC | 02-02-2024 | 12-31-2023 | 170 | 1,183,127,729 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SELECT SECTOR SPDR TR | SBI CONS DISCR | 151 | $305,765 | 1,710 | 0.00 | 0.00 | 354 | 26.11 | 12-31-2023 |
| PALO ALTO NETWORKS INC | COM | 152 | $301,662 | 1,023 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ONEOK INC NEW | COM | 153 | $297,557 | 4,238 | 0.00 | 4,238 | +Inf | 12-31-2023 | |
| ASML HOLDING N V | N Y REGISTRY SHS | 154 | $294,442 | 389 | 0.00 | 389 | +Inf | 12-31-2023 |
