Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BEVERLY HILLS PRIVATE WEALTH LLC | 11-08-2023 | 09-30-2023 | 837 | 336,160,670 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ENERGY RECOVERY INC | COM | 201 | $375,417 | 17,700 | 0.00 | 17,700 | +Inf | 09-30-2023 | |
| INTEL CORP | COM | 202 | $374,666 | 10,539 | 0.00 | 10,539 | +Inf | 09-30-2023 | |
| VISA INC | COM CL A | 203 | $374,241 | 1,627 | 0.00 | 1,627 | +Inf | 09-30-2023 | |
| ISHARES INC | CORE MSCI EMKT | 204 | $368,610 | 7,746 | 0.00 | 7,746 | +Inf | 09-30-2023 |
