Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AARON WEALTH ADVISORS LLC | 04-25-2024 | 03-31-2024 | 309 | 697,631,329 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| TOYOTA MOTOR CORP | ADS | 201 | $1,307,478 | 5,195 | 0.00 | 0.00 | 2,406 | 86.27 | 03-31-2024 |
| CISCO SYS INC | COM | 202 | $1,305,845 | 26,164 | 0.00 | 0.00 | 3,405 | 14.96 | 03-31-2024 |
| SAP SE | SPON ADR | 203 | $1,220,888 | 6,260 | 0.00 | 0.00 | 2,653 | 73.55 | 03-31-2024 |
| TESLA INC | COM | 204 | $1,192,685 | 6,785 | 0.00 | 0.00 | 1,777 | 35.48 | 03-31-2024 |
