Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GITTERMAN WEALTH MANAGEMENT LLC | 05-08-2024 | 03-31-2024 | 100 | 257,967,266 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MASCO CORP | COM | Liquidated | $0 | 0 | 0.00 | 6,096 | +Inf | 03-31-2024 | |
| BROADCOM INC | COM | 52 | $405,578 | 306 | 0.00 | 306 | +Inf | 03-31-2024 | |
| AUTODESK INC | COM | Liquidated | $0 | 0 | 0.00 | 1,932 | +Inf | 12-31-2023 | |
| PALO ALTO NETWORKS INC | COM | Liquidated | $0 | 0 | 0.00 | 1,350 | +Inf | 03-31-2024 |
