Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
IRONBRIDGE PRIVATE WEALTH LLC | 02-12-2024 | 12-31-2023 | 75 | 205,116,763 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
ALPHABET INC | CAP STK CL A | 51 | $4,935,389 | 35,331 | 0.00 | 0.00 | 2,982 | 9.22 | 12-31-2023 |
APPLE INC | COM | 52 | $4,569,757 | 23,735 | 0.00 | 0.00 | 1,995 | 9.18 | 12-31-2023 |
HONEYWELL INTL INC | COM | 53 | $4,428,029 | 21,115 | 0.00 | 0.00 | 2,829 | 15.47 | 12-31-2023 |
NUCOR CORP | COM | 54 | $4,423,054 | 25,414 | 0.00 | 0.00 | -371 | -1.44 | 12-31-2023 |