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 |
|---|---|---|---|---|---|---|---|---|---|
| EVERCORE INC | CLASS A | Liquidated | $0 | 0 | 0.00 | 1,455 | +Inf | 12-31-2023 | |
| SELECT SECTOR SPDR TR | ENERGY | Liquidated | $0 | 0 | 0.00 | 2,214 | +Inf | 12-31-2023 | |
| SCHWAB STRATEGIC TR | US REIT ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| WARNER BROS DISCOVERY INC | COM SER A | 404 | $188,851 | 16,595 | 0.00 | 0.00 | -457 | -2.68 | 12-31-2023 |
