Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BEAIRD HARRIS WEALTH MANAGEMENT LLC | 11-15-2023 | 09-30-2023 | 457 | 835,343,828 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ARK ETF TR | INNOVATION ETF | 551 | $5,951 | 150 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| KOHLS CORP | COM | 552 | $5,904 | 282 | 0.00 | 0.00 | 7 | 2.55 | 09-30-2023 |
| COTY INC | COM CL A | 553 | $5,902 | 538 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| FIDELITY COVINGTON TRUST | MSCI FINLS IDX | 554 | $5,646 | 121 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
