Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| 1834 INVESTMENT ADVISORS CO | 01-11-2024 | 12-31-2023 | 225 | 837,161,765 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WALGREENS BOOTS ALLIANCE INC | COM | 201 | $429,275 | 16,441 | 0.00 | 0.00 | -12,739 | -43.66 | 12-31-2023 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 202 | $405,516 | 7,190 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| SELECT SECTOR SPDR TR | INDL | 203 | $385,515 | 3,382 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ISHARES TR | GLOBAL ENERG ETF | 204 | $379,993 | 9,716 | 0.00 | 0.00 | -11,018 | -53.14 | 12-31-2023 |
