Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
CLARKSTON CAPITAL PARTNERS LLC | 11-01-2023 | 09-30-2023 | 162 | 5,091,764,695 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
UNION PAC CORP | COM | 201 | $203,630 | 1,000 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
VANGUARD INDEX FDS | TOTAL STK MKT | 202 | $148,687 | 700 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
SPDR SER TR | S&P DIVID ETF | 203 | $112,177 | 975 | 0.00 | 0.00 | 175 | 21.88 | 09-30-2023 |
SMILEDIRECTCLUB INC | CL A COM | 204 | $110,853 | 267,116 | 0.00 | 0.00 | -28,900 | -9.76 | 09-30-2023 |