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 |
|---|---|---|---|---|---|---|---|---|---|
| DELTA AIR LINES INC DEL | COM NEW | 651 | $3,894 | 105 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| ISHARES TR | ISHARES SEMICDTR | 652 | $3,836 | 8 | 0.00 | 0.00 | -16 | -66.67 | 09-30-2023 |
| SNOWFLAKE INC | CL A | 653 | $3,820 | 25 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| ICAHN ENTERPRISES LP | DEPOSITARY UNIT | 654 | $3,735 | 189 | 0.00 | 0.00 | -176 | -48.22 | 09-30-2023 |
