Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ARIES WEALTH MANAGEMENT | 01-10-2024 | 12-31-2023 | 201 | 280,421,401 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AKAMAI TECHNOLOGIES INC | COM | 201 | $236,700 | 2,000 | 0.00 | 0.00 | -1,300 | -39.39 | 12-31-2023 |
| TESLA INC | COM | 202 | $230,341 | 927 | 0.00 | 0.00 | -105 | -10.17 | 12-31-2023 |
| ROCKWELL AUTOMATION INC | COM | 203 | $227,582 | 733 | 0.00 | 0.00 | -50 | -6.39 | 12-31-2023 |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 204 | $224,337 | 3,846 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
