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 |
|---|---|---|---|---|---|---|---|---|---|
| PUBMATIC INC | COM CL A | 701 | $3,146 | 260 | 0.00 | 0.00 | 60 | 30.00 | 09-30-2023 |
| ISHARES INC | CORE MSCI EMKT | 702 | $3,141 | 66 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| VERISK ANALYTICS INC | COM | 703 | $3,072 | 13 | 0.00 | 13 | +Inf | 09-30-2023 | |
| NANO DIMENSION LTD | SPONSORD ADS NEW | 704 | $3,033 | 1,115 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
