Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GREENWICH WEALTH MANAGEMENT LLC | 02-01-2024 | 12-31-2023 | 233 | 1,012,479,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SAFEHOLD INC | COM | 251 | $516,000 | 22,045 | 0.05 | 0.04 | 0 | 0.00 | 12-31-2023 |
| ACCENTURE PLC IRELAND SHS | CLASS A | 252 | $507,000 | 1,446 | 0.05 | 0.05 | 44 | 3.14 | 12-31-2023 |
| AUTOMATIC DATA PROCESSING IN | COM | 253 | $494,000 | 2,122 | 0.05 | 0.06 | -50 | -2.30 | 12-31-2023 |
| CHEVRON CORP NEW | COM | 254 | $483,000 | 3,238 | 0.05 | 0.07 | -650 | -16.72 | 12-31-2023 |
