Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| INTELLECTUS PARTNERS LLC | 05-03-2024 | 03-31-2024 | 263 | 380,285,323 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| UBER TECHNOLOGIES INC | COM | 51 | $3,275,924 | 42,550 | 0.00 | 0.00 | -12,000 | -22.00 | 03-31-2024 |
| VISA INC | COM CL A | 52 | $3,231,261 | 11,578 | 0.00 | 0.00 | 907 | 8.50 | 03-31-2024 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 53 | $3,185,439 | 7,575 | 0.00 | 0.00 | -238 | -3.05 | 03-31-2024 |
| MOBILEYE GLOBAL INC | COMMON CLASS A | 54 | $3,149,414 | 97,960 | 0.00 | 97,960 | +Inf | 03-31-2024 |
