Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TIEDEMANN ADVISORS LLC | 11-14-2023 | 09-30-2023 | 272 | 2,332,164,340 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | ESG AWR US AGRGT | 201 | $787,178 | 17,377 | 0.00 | 0.00 | -1,928 | -9.99 | 09-30-2023 |
| SCHWAB CHARLES CORP | COM | 202 | $785,001 | 14,348 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| DIAGEO PLC | SPON ADR NEW | 203 | $779,832 | 5,141 | 0.00 | 0.00 | 152 | 3.05 | 09-30-2023 |
| SELECT SECTOR SPDR TR | SBI CONS STPLS | 204 | $777,760 | 11,303 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
