Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
DIVERSIFIED TRUST CO 01-05-2024 12-31-2023 1070 2,974,748,125
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ELECTRONIC ARTS INC COM 301 $1,090,922 7,974 0.00 0.00 1,806 29.28 12-31-2023
SCHWAB CHARLES CORP COM 302 $1,090,754 15,854 0.00 0.00 3,076 24.07 12-31-2023
BERKSHIRE HATHAWAY INC DEL CL A 303 $1,085,250 2 0.00 0.00 0 0.00 12-31-2023
BLACKSTONE INC COM 304 $1,082,445 8,268 0.00 0.00 -2,562 -23.66 12-31-2023
logo   

Please upgrade to premium to see all results. Signup if you don't have an account.

Login Signup
Debug Info- Version: 2.6