Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GEOWEALTH MANAGEMENT LLC | 02-13-2024 | 12-31-2023 | 912 | 1,209,199,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CROWDSTRIKE HLDGS INC | CL A | 801 | $93,000 | 367 | 0.01 | 367 | +Inf | 12-31-2023 | |
| BEST BUY INC | COM | 802 | $89,000 | 1,127 | 0.01 | 1,127 | +Inf | 12-31-2023 | |
| DICKS SPORTING GOODS INC | COM | 803 | $86,000 | 586 | 0.01 | 0.01 | 111 | 23.37 | 12-31-2023 |
| ISHARES TR | ESG AW MSCI EAFE | 804 | $84,000 | 1,116 | 0.01 | 0.01 | 1 | 0.09 | 12-31-2023 |
