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 |
|---|---|---|---|---|---|---|---|---|---|
| WARNER BROS DISCOVERY INC | COM SER A | 851 | $49,000 | 4,281 | 0.00 | 4,281 | +Inf | 12-31-2023 | |
| TEXAS PACIFIC LAND CORPORATI | COM | 852 | $46,000 | 29 | 0.00 | 29 | +Inf | 12-31-2023 | |
| FIRST TR EXCHANGE-TRADED FD | FST LOW OPPT EFT | Liquidated | $0 | 0 | 0.01 | 0.01 | -523 | -35.39 | 12-31-2023 |
| SEMPRA | COM | 854 | $43,000 | 576 | 0.00 | 576 | +Inf | 12-31-2023 |
