Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
FFT WEALTH MANAGEMENT LLC | 04-30-2024 | 03-31-2024 | 154 | 1,161,524,435 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
ALKERMES PLC SHS | SHS | 201 | $230,095 | 8,500 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
UBER TECHNOLOGIES INC COM | COM | 202 | $223,466 | 2,902 | 0.00 | 2,902 | +Inf | 03-31-2024 | |
CULLEN FROST BANKERS INC COM | COM | 203 | $215,797 | 1,917 | 0.00 | 1,917 | +Inf | 03-31-2024 | |
ISHARES MSCI EAFE VALUE ETF | EAFE VALUE ETF | 204 | $209,440 | 3,850 | 0.00 | 3,850 | +Inf | 03-31-2024 |