Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HOLISTIC FINANCIAL PARTNERS | 02-12-2024 | 12-31-2023 | 119 | 166,255,459 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR EXCHANGE TRAD FD VI | FST TR GLB FD | 201 | $336,488 | 14,995 | 0.00 | 0.00 | -1,720 | -10.29 | 12-31-2023 |
| EATON CORP PLC | SHS | 202 | $324,867 | 1,349 | 0.00 | 0.00 | -127 | -8.60 | 12-31-2023 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 203 | $323,491 | 907 | 0.00 | 907 | +Inf | 12-31-2023 | |
| NORTHROP GRUMMAN CORP | COM | 204 | $315,995 | 675 | 0.00 | 675 | +Inf | 12-31-2023 |
