Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GEOWEALTH MANAGEMENT LLC | 02-13-2024 | 12-31-2023 | 912 | 1,209,199,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AMCOR PLC | ORD | 301 | $884,000 | 91,684 | 0.07 | 0.00 | 90,801 | 10283.24 | 12-31-2023 |
| SAP SE | SPON ADR | 302 | $881,000 | 5,702 | 0.07 | 5,702 | +Inf | 12-31-2023 | |
| TJX COS INC NEW | COM | 303 | $879,000 | 9,369 | 0.07 | 0.00 | 9,072 | 3054.55 | 12-31-2023 |
| STARBUCKS CORP | COM | 304 | $878,000 | 9,161 | 0.07 | 0.00 | 8,720 | 1977.32 | 12-31-2023 |
