Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BSW WEALTH PARTNERS | 04-18-2024 | 03-31-2024 | 302 | 590,301,702 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FERGUSON PLC NEW | SHS | 201 | $396,090 | 1,813 | 0.00 | 0.00 | 206 | 12.82 | 03-31-2024 |
| NEXTERA ENERGY INC | COM | 202 | $395,855 | 6,194 | 0.00 | 0.00 | 879 | 16.54 | 03-31-2024 |
| SPROTT PHYSICAL GOLD TR | UNIT | 203 | $391,395 | 22,624 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| INTUITIVE SURGICAL INC | COM NEW | 204 | $390,310 | 978 | 0.00 | 0.00 | 249 | 34.16 | 03-31-2024 |
