Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AUSTIN PRIVATE WEALTH LLC | 04-12-2024 | 03-31-2024 | 261 | 869,326,477 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INTUITIVE SURGICAL INC | COM NEW | 201 | $328,362 | 1,256 | 0.00 | 0.00 | -39,529 | -96.92 | 03-31-2024 |
| COMCAST CORP NEW | CL A | 202 | $323,286 | 7,784 | 0.00 | 0.00 | 421 | 5.72 | 03-31-2024 |
| AT&T INC | COM | 203 | $323,055 | 18,345 | 0.00 | 0.00 | 2,101 | 12.93 | 03-31-2024 |
| VANGUARD INDEX FDS | GROWTH ETF | 204 | $318,669 | 930 | 0.00 | 0.00 | -7 | -0.75 | 03-31-2024 |
