Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STALEY CAPITAL ADVISERS INC | 02-12-2024 | 12-31-2023 | 181 | 2,009,532,871 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| COINBASE GLOBAL | COM | 151 | $573,936 | 3,300 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| UNITEDHEALTH GROUP | COM | 152 | $560,164 | 1,064 | 0.00 | 0.00 | -9 | -0.84 | 12-31-2023 |
| ISHARES TR S&P 500 INDEX | ETF | 153 | $552,074 | 1,156 | 0.00 | 0.00 | -799 | -40.87 | 12-31-2023 |
| ISHARES RUSSELL 1000 ETF | ETF | 154 | $550,746 | 2,100 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
