Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WESTEND ADVISORS LLC | 01-16-2024 | 12-31-2023 | 301 | 3,646,953,206 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR LEHMAN CR BD | Common Stock | 151 | $2,871 | 56 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ISHARES TR DJ US TELECOMM | Common Stock | 152 | $2,868 | 126 | 0.00 | 126 | +Inf | 12-31-2023 | |
| ISHARES TR MSCI JP VALUE | Common Stock | 153 | $2,685 | 92 | 0.00 | 92 | +Inf | 12-31-2023 | |
| EXPENSIFY INC COM CL A | Common Stock | 154 | $2,482 | 1,005 | 0.00 | 1,005 | +Inf | 12-31-2023 |
