Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HCR WEALTH ADVISORS | 02-09-2024 | 12-31-2023 | 205 | 633,080,445 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| iShares JP Morgan Usd Emerging Marke | ETF | 251 | $530,975 | 5,962 | 0.00 | 5,962 | +Inf | 12-31-2023 | |
| iShares S&P 500 Growth ETF | ETF | 252 | $524,348 | 6,982 | 0.00 | 6,982 | +Inf | 12-31-2023 | |
| ISHARES TR | JPMORGAN USD EMG | Liquidated | $0 | 0 | 0.00 | 0.00 | 875 | 16.16 | 12-31-2023 |
| ACTIVISION BLIZZARD INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
