Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STOKES FAMILY OFFICE LLC | 02-05-2024 | 12-31-2023 | 221 | 740,126,369 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INTUITIVE SURGICAL INC | COM NEW | 301 | $288,443 | 855 | 0.00 | 0.00 | -357 | -29.46 | 12-31-2023 |
| GENUINE PARTS CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 422 | 27.28 | 12-31-2023 |
| ADOBE INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 81 | 17.23 | 12-31-2023 |
| CSX CORP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -827 | -8.43 | 12-31-2023 |
