Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
LIBERTY WEALTH MANAGEMENT LLC | 08-10-2023 | 06-30-2023 | 191 | 404,747,701 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
HERITAGE COMM CORP | COM | 401 | $94,384 | 11,399 | 0.00 | 0.00 | 1 | 0.01 | 06-30-2023 |