Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AARON WEALTH ADVISORS LLC | 04-25-2024 | 03-31-2024 | 309 | 697,631,329 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FISERV INC | COM | 701 | $279,845 | 1,751 | 0.00 | 1,751 | +Inf | 03-31-2024 | |
| MIZUHO FINANCIAL GROUP INC | SPONSORED ADR | 702 | $270,568 | 67,982 | 0.00 | 67,982 | +Inf | 03-31-2024 | |
| KKR & CO INC | COM | 703 | $265,934 | 2,644 | 0.00 | 0.00 | -24,217 | -90.16 | 03-31-2024 |
| ONEOK INC NEW | COM | 704 | $264,882 | 3,304 | 0.00 | 3,304 | +Inf | 03-31-2024 |
