Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KARPAS STRATEGIES LLC | 02-07-2024 | 12-31-2023 | 117 | 302,469,180 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DEERE & CO COM | Stock | 51 | $1,585,062 | 3,964 | 0.00 | 0.00 | 5 | 0.13 | 12-31-2023 |
| WASTE MGMT INC DEL COM | Stock | 52 | $1,569,761 | 8,765 | 0.00 | 0.00 | -493 | -5.33 | 12-31-2023 |
| COCA COLA CO COM | Stock | 53 | $1,511,460 | 25,648 | 0.00 | 0.00 | 3 | 0.01 | 12-31-2023 |
| DIMENSIONAL US HIGH PROFITABILITY ETF | ETF | 54 | $1,467,209 | 51,283 | 0.00 | 51,283 | +Inf | 12-31-2023 |
