Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
GREENWICH WEALTH MANAGEMENT LLC 02-01-2024 12-31-2023 233 1,012,479,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
VANGUARD STAR FD VG TL INTL STK F 51 $4,134,000 71,332 0.41 0.40 866 1.23 12-31-2023
GUIDEWIRE SOFTWARE INC COM 52 $4,051,000 37,151 0.40 0.35 101 0.27 12-31-2023
FORD MTR CO DEL COM PAR $0.01 53 $3,722,000 305,341 0.37 0.31 65,794 27.47 12-31-2023
PALANTIR TECHNOLOGIES INC CL A 54 $3,581,000 208,576 0.35 0.35 1,791 0.87 12-31-2023
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