Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STOKES FAMILY OFFICE LLC | 02-05-2024 | 12-31-2023 | 221 | 740,126,369 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ZOETIS INC | CL A | 151 | $737,038 | 3,734 | 0.00 | 0.00 | -1,547 | -29.29 | 12-31-2023 |
| GOLDMAN SACHS ETF TR | ACTIVEBETA INT | 152 | $732,449 | 22,427 | 0.00 | 0.00 | -357 | -1.57 | 12-31-2023 |
| BOEING CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -522 | -12.02 | 12-31-2023 |
| WELLTOWER INC | COM | Liquidated | $0 | 0 | 0.00 | 8,894 | +Inf | 12-31-2023 |
