Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WEST FAMILY INVESTMENTS INC | 02-05-2024 | 12-31-2023 | 236 | 295,258,670 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| HSBC HLDGS PLC | SPON ADR NEW | 51 | $2,256,213 | 55,654 | 0.00 | 0.00 | -3,853 | -6.47 | 12-31-2023 |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 52 | $2,228,792 | 20,875 | 0.00 | 0.00 | -371 | -1.75 | 12-31-2023 |
| CRISPR THERAPEUTICS AG | NAMEN AKT | 53 | $2,222,300 | 35,500 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| WHEATON PRECIOUS METALS CORP | COM | 54 | $2,163,510 | 43,849 | 0.00 | 0.00 | 316 | 0.73 | 12-31-2023 |
