Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ELMWOOD WEALTH MANAGEMENT INC | 01-30-2024 | 12-31-2023 | 105 | 142,561,128 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PALO ALTO NETWORKS INC | COM | 201 | $206,416 | 700 | 0.00 | 700 | +Inf | 12-31-2023 |
