Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RWA WEALTH PARTNERS LLC | 04-29-2024 | 03-31-2024 | 832 | 7,430,653,075 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| KRAFT HEINZ CO | COM | 251 | $2,290,715 | 62,079 | 0.00 | 0.00 | 998 | 1.63 | 03-31-2024 |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 252 | $2,258,028 | 20,434 | 0.00 | 0.00 | 1,721 | 9.20 | 03-31-2024 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 253 | $2,224,851 | 27,634 | 0.00 | 0.00 | -3,543 | -11.36 | 03-31-2024 |
| BLACK STONE MINERALS L P | COM UNIT | 254 | $2,221,397 | 139,011 | 0.00 | 0.00 | 249 | 0.18 | 03-31-2024 |
