Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STRATEGIC ADVISORS LLC | 01-19-2024 | 12-31-2023 | 199 | 528,365,949 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PRICE T ROWE GROUP INC | COM | 151 | $603,064 | 5,600 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| COCA COLA CO | COM | 152 | $591,642 | 10,040 | 0.00 | 0.00 | -106,560 | -91.39 | 12-31-2023 |
| VEEVA SYS INC | CL A COM | 153 | $579,485 | 3,010 | 0.00 | 0.00 | -5,134 | -63.04 | 12-31-2023 |
| ADOBE INC | COM | 154 | $576,912 | 967 | 0.00 | 0.00 | 166 | 20.72 | 12-31-2023 |
