Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TIEDEMANN ADVISORS LLC | 11-14-2023 | 09-30-2023 | 272 | 2,332,164,340 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BROADCOM INC | COM | 151 | $1,202,139 | 1,445 | 0.00 | 0.00 | -3 | -0.21 | 09-30-2023 |
| PALO ALTO NETWORKS INC | COM | 152 | $1,193,022 | 5,073 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| LOWES COS INC | COM | 153 | $1,127,948 | 5,427 | 0.00 | 0.00 | 646 | 13.51 | 09-30-2023 |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 154 | $1,126,598 | 19,713 | 0.00 | 0.00 | 6,243 | 46.35 | 09-30-2023 |
