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 |
|---|---|---|---|---|---|---|---|---|---|
| PACCAR INC | COM | 451 | $868 | 7 | 0.00 | 7 | +Inf | 03-31-2024 | |
| OLD DOMINION FREIGHT LINE IN | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| BLOCK INC | CL A | 453 | $846 | 10 | 0.00 | 0.00 | -2 | -16.67 | 03-31-2024 |
| VANGUARD INDEX FDS | VALUE ETF | 454 | $815 | 5 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
