Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WEALTHSTONE INC | 05-13-2021 | 03-31-2021 | 276 | 286,720,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Vertex Pharmaceuticals | Equities | 201 | $250,000 | 1,167 | 0.09 | 1,167 | +Inf | 03-31-2021 | |
| Tata Motors Ltd Adr | Equities | 202 | $250,000 | 12,073 | 0.09 | 12,073 | +Inf | 03-31-2021 | |
| Intuit Inc | Equities | 203 | $248,000 | 648 | 0.09 | 648 | +Inf | 03-31-2021 | |
| Fidelity Natl Info Svcs | Equities | 204 | $247,000 | 1,760 | 0.09 | 1,760 | +Inf | 03-31-2021 |
