Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SEVENBRIDGE FINANCIAL GROUP LLC | 01-22-2024 | 12-31-2023 | 191 | 423,314,017 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| UBER TECHNOLOGIES INC | COM | 51 | $4,238,971 | 68,848 | 0.00 | 0.00 | -2,297 | -3.23 | 12-31-2023 |
| ISHARES TR | NATIONAL MUN ETF | 52 | $4,175,063 | 38,512 | 0.00 | 0.00 | 1,287 | 3.46 | 12-31-2023 |
| ISHARES TR | 7-10 YR TRSY BD | 53 | $4,102,776 | 42,564 | 0.00 | 0.00 | -2,017 | -4.52 | 12-31-2023 |
| WALMART INC | COM | 54 | $3,937,515 | 24,976 | 0.00 | 0.00 | 21 | 0.08 | 12-31-2023 |
