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 |
|---|---|---|---|---|---|---|---|---|---|
| GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 3,076 | +Inf | 12-31-2023 | |
| ISHARES TR | SHRT NAT MUN ETF | 302 | $201,794 | 1,914 | 0.00 | 1,914 | +Inf | 12-31-2023 | |
| BANCO SANTANDER S.A. | ADR | 303 | $141,601 | 34,203 | 0.00 | 34,203 | +Inf | 12-31-2023 |
