Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STOKES FAMILY OFFICE LLC | 02-05-2024 | 12-31-2023 | 221 | 740,126,369 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BUILDERS FIRSTSOURCE INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -76 | -1.90 | 12-31-2023 |
| ISHARES TR | CORE S&P SCP ETF | 202 | $474,893 | 4,387 | 0.00 | 0.00 | -3,007 | -40.67 | 12-31-2023 |
| RELX PLC | SPONSORED ADR | Liquidated | $0 | 0 | 0.00 | 0.00 | 902 | 6.98 | 12-31-2023 |
| ISHARES TR | ISHS 5-10YR INVT | 204 | $464,620 | 8,935 | 0.00 | 0.00 | -543 | -5.73 | 12-31-2023 |
