Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FREESTONE CAPITAL HOLDINGS LLC | 02-13-2024 | 12-31-2023 | 405 | 2,228,522,350 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PROCTER AND GAMBLE CO | COM | 51 | $9,953,951 | 67,926 | 0.00 | 0.00 | 15,655 | 29.95 | 12-31-2023 |
| ABBVIE INC | COM | 52 | $9,839,358 | 63,492 | 0.00 | 0.00 | 2,963 | 4.90 | 12-31-2023 |
| SCHWAB STRATEGIC TR | US AGGREGATE B | 53 | $9,603,929 | 206,004 | 0.00 | 0.00 | -22,922 | -10.01 | 12-31-2023 |
| THE CIGNA GROUP | COM | 54 | $9,474,896 | 31,640 | 0.00 | 0.00 | 81 | 0.26 | 12-31-2023 |
