Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| QUADRANT PRIVATE WEALTH MANAGEMENT LLC | 02-14-2024 | 12-31-2023 | 233 | 360,904,994 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | RUS 1000 ETF | 201 | $303,813 | 1,158 | 0.00 | 1,158 | +Inf | 12-31-2023 | |
| AMERICAN TOWER CORP NEW | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 517 | 38.90 | 12-31-2023 |
| INTUITIVE SURGICAL INC | COM NEW | Liquidated | $0 | 0 | 0.00 | 0.00 | -80 | -7.27 | 12-31-2023 |
| NEXTERA ENERGY INC | COM | 204 | $297,140 | 4,892 | 0.00 | 0.00 | 42 | 0.87 | 12-31-2023 |
