Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BEVERLY HILLS PRIVATE WEALTH LLC | 11-08-2023 | 09-30-2023 | 837 | 336,160,670 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| HONEYWELL INTL INC | COM | 51 | $1,875,324 | 10,151 | 0.00 | 10,151 | +Inf | 09-30-2023 | |
| CROWN CASTLE INC | COM | 52 | $1,838,419 | 19,976 | 0.00 | 19,976 | +Inf | 09-30-2023 | |
| ELEVANCE HEALTH INC | COM | 53 | $1,775,082 | 4,077 | 0.00 | 4,077 | +Inf | 09-30-2023 | |
| ABBOTT LABS | COM | 54 | $1,695,514 | 17,506 | 0.00 | 17,506 | +Inf | 09-30-2023 |
