Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SAFEGUARD FINANCIAL LLC | 01-30-2024 | 12-31-2023 | 79 | 264,101,217 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | Stock | Liquidated | $0 | 0 | 0.00 | 7 | +Inf | 12-31-2023 | |
| MOODYS CORP | Stock | Liquidated | $0 | 0 | 0.00 | 4 | +Inf | 12-31-2023 | |
| MONSTER BEVERAGE CORPORA | Stock | Liquidated | $0 | 0 | 0.00 | 10 | +Inf | 12-31-2023 | |
| MCKESSON CORP | Stock | Liquidated | $0 | 0 | 0.00 | 3 | +Inf | 12-31-2023 |
