Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HCR WEALTH ADVISORS | 02-09-2024 | 12-31-2023 | 205 | 633,080,445 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | MSCI USA ESG SLC | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| FORD MTR CO DEL | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -200 | -1.09 | 12-31-2023 |
| Editas Medicine Incorpor | Common Stock | 403 | $222,860 | 22,000 | 0.00 | 22,000 | +Inf | 12-31-2023 | |
| Palantir Technologies In Class A | Common Stock | 404 | $220,170 | 12,823 | 0.00 | 12,823 | +Inf | 12-31-2023 |
