Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
ARTEMIS WEALTH ADVISORS LLC 04-26-2024 03-31-2024 34 990,036,452
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
UNION PAC CORP COM 201 $9,000 46 0.00 46 +Inf 09-30-2020
ISHARES TR 1 3 YR TREAS BD Liquidated $0 0 0.00 0.00 0 0.00 03-31-2024
EATON CORP PLC SHS 203 $7,000 71 0.00 71 +Inf 09-30-2020
CME GROUP INC COM 204 $7,000 40 0.00 40 +Inf 09-30-2020
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