Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GITTERMAN WEALTH MANAGEMENT LLC | 05-08-2024 | 03-31-2024 | 100 | 257,967,266 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NETFLIX INC | COM | 201 | $214,999 | 354 | 0.00 | 354 | +Inf | 03-31-2024 | |
| ULTA BEAUTY INC | COM | Liquidated | $0 | 0 | 0.00 | 537 | +Inf | 12-31-2023 | |
| BOEING CO | COM | 203 | $211,710 | 1,097 | 0.00 | 0.00 | -300 | -21.47 | 03-31-2024 |
| TEXAS INSTRS INC | COM | 204 | $207,405 | 1,190 | 0.00 | 0.00 | -134 | -10.12 | 03-31-2024 |
