Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ARTEMIS WEALTH ADVISORS LLC | 04-26-2024 | 03-31-2024 | 34 | 990,036,452 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL C | 51 | $1,820,573 | 11,957 | 0.00 | 0.00 | -723 | -5.70 | 03-31-2024 |
| SPOTIFY TECHNOLOGY S A | SHS | 52 | $1,698,000 | 7,000 | 0.42 | 7,000 | +Inf | 09-30-2020 | |
| ISHARES TR | US AER DEF ETF | 53 | $1,095,673 | 8,305 | 0.00 | 0.00 | 45 | 0.54 | 03-31-2024 |
| SPDR S&P 500 ETF TR | TR UNIT | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
