Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WOLFF WIESE MAGANA LLC | 04-18-2024 | 03-31-2024 | 1058 | 116,011,650 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| UPSTART HLDGS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| BERKLEY W R CORP | COM | 802 | $4,069 | 46 | 0.00 | 0.00 | 41 | 820.00 | 03-31-2024 |
| SUNOCO LP/SUNOCO FIN CORP | COM UT REP LP | 803 | $4,040 | 67 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| COLUMBIA ETF TR II | EM CORE EX ETF | 804 | $4,012 | 129 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
