Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BEAIRD HARRIS WEALTH MANAGEMENT LLC | 11-15-2023 | 09-30-2023 | 457 | 835,343,828 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR INDEX SHS FDS | S&P EMKTSC ETF | 201 | $63,267 | 1,183 | 0.00 | 1,183 | +Inf | 09-30-2023 | |
| ABBOTT LABS | COM | 202 | $63,050 | 651 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| BOEING CO | COM | 203 | $62,872 | 328 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| FIRST TR EXCHANGE-TRADED FD | NASD TECH DIV | 204 | $62,821 | 1,120 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
