Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| DELOS WEALTH ADVISORS LLC | 05-09-2024 | 03-31-2024 | 349 | 89,004,301 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN TOWER CORP NEW | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| MCKESSON CORP | COM | 402 | $1,074 | 2 | 0.00 | 0.00 | -2 | -50.00 | 03-31-2024 |
| BROOKFIELD RENEWABLE PARTNER | PARTNERSHIP UNIT | 403 | $1,046 | 45 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| LIBERTY GLOBAL LTD | COM CL C | 404 | $1,041 | 59 | 0.00 | 59 | +Inf | 03-31-2024 |
