Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PRIVATE WEALTH PARTNERS LLC | 02-02-2024 | 12-31-2023 | 170 | 1,183,127,729 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MASTERCARD INCORPORATED | CL A | 51 | $3,413,360 | 8,003 | 0.00 | 0.00 | 200 | 2.56 | 12-31-2023 |
| DISNEY WALT CO | COM | 52 | $3,302,176 | 36,573 | 0.00 | 0.00 | -67,106 | -64.72 | 12-31-2023 |
| ELI LILLY & CO | COM | 53 | $2,757,212 | 4,730 | 0.00 | 0.00 | 2,285 | 93.46 | 12-31-2023 |
| TESLA INC | COM | 54 | $2,725,080 | 10,967 | 0.00 | 0.00 | 4,012 | 57.69 | 12-31-2023 |
