Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CATALYST PRIVATE WEALTH LLC | 04-11-2024 | 03-31-2024 | 75 | 190,928,666 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES INC | CORE MSCI EMKT | 51 | $676,476 | 13,110 | 0.00 | 0.00 | -22,438 | -63.12 | 03-31-2024 |
| ISHARES TR | CORE MSCI EAFE | 52 | $665,308 | 8,964 | 0.00 | 0.00 | -186 | -2.03 | 03-31-2024 |
| INTUIT | COM | 53 | $650,650 | 1,001 | 0.00 | 0.00 | -37 | -3.56 | 03-31-2024 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 54 | $625,871 | 1,302 | 0.00 | 1,302 | +Inf | 03-31-2024 |
