Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LAKE STREET PRIVATE WEALTH LLC | 04-19-2024 | 03-31-2024 | 315 | 724,401,080 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | MSCI USA QLT FCT | 251 | $660,360 | 4,018 | 0.00 | 0.00 | -4 | -0.10 | 03-31-2024 |
| HIMS & HERS HEALTH INC | COM CL A | 252 | $650,312 | 42,037 | 0.00 | 42,037 | +Inf | 03-31-2024 | |
| ILLINOIS TOOL WKS INC | COM | 253 | $634,869 | 2,366 | 0.00 | 0.00 | -9 | -0.38 | 03-31-2024 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 254 | $634,440 | 1 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
