Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
HOYLECOHEN LLC | 02-09-2024 | 12-31-2023 | 271 | 1,223,626,826 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
HUMANA INC | COM | 251 | $324,588 | 709 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
HALOZYME THERAPEUTICS INC | COM | 252 | $324,324 | 8,775 | 0.00 | 0.00 | 675 | 8.33 | 12-31-2023 |
TORONTO DOMINION BK ONT | COM NEW | 253 | $323,100 | 5,000 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
SPDR DOW JONES INDL AVERAGE | UT SER 1 | 254 | $321,471 | 853 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |