Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TIEDEMANN ADVISORS LLC | 11-14-2023 | 09-30-2023 | 272 | 2,332,164,340 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| HERITAGE COMM CORP | COM | 51 | $5,395,720 | 637,039 | 0.00 | 0.00 | -102 | -0.02 | 09-30-2023 |
| VANGUARD INDEX FDS | GROWTH ETF | 52 | $5,328,667 | 19,568 | 0.00 | 0.00 | 11 | 0.06 | 09-30-2023 |
| ISHARES TR | RUSSELL 2000 ETF | 53 | $5,118,421 | 28,825 | 0.00 | 0.00 | -385 | -1.32 | 09-30-2023 |
| ISHARES TR | RUS 1000 GRW ETF | 54 | $5,057,923 | 18,978 | 0.00 | 0.00 | 714 | 3.91 | 09-30-2023 |
