Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LIBERTY WEALTH MANAGEMENT LLC | 08-10-2023 | 06-30-2023 | 191 | 404,747,701 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FORD MTR CO DEL | COM | 301 | $163,597 | 10,813 | 0.00 | 0.00 | -59 | -0.54 | 06-30-2023 |
| FIRST TR STOXX EUROPEAN SELE | COMMON SHS | 302 | $152,825 | 13,465 | 0.00 | 0.00 | 403 | 3.09 | 06-30-2023 |
| NATURAL ALTERNATIVES INTL IN | COM NEW | 303 | $141,559 | 19,661 | 0.00 | 0.00 | 4,925 | 33.42 | 06-30-2023 |
