Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| 1834 INVESTMENT ADVISORS CO | 01-11-2024 | 12-31-2023 | 225 | 837,161,765 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SELECT SECTOR SPDR TR | COMMUNICATION | Liquidated | $0 | 0 | 0.00 | 0.00 | -2,725 | -39.37 | 12-31-2023 |
| BLACKSTONE INC | COM | 252 | $274,409 | 2,096 | 0.00 | 0.00 | -53 | -2.47 | 12-31-2023 |
| DANAHER CORPORATION | COM | 253 | $269,280 | 1,164 | 0.00 | 0.00 | -543 | -31.81 | 12-31-2023 |
| ISHARES TR | RUS MDCP VAL ETF | 254 | $263,979 | 2,270 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
