Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AARON WEALTH ADVISORS LLC | 04-25-2024 | 03-31-2024 | 309 | 697,631,329 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| HALEON PLC | SPON ADS | 901 | $173,238 | 20,405 | 0.00 | 20,405 | +Inf | 03-31-2024 | |
| PORTILLOS INC | COM CL A | Liquidated | $0 | 0 | 0.00 | 10,000 | +Inf | 03-31-2024 | |
| LISTED FD TR | ROUNDHILL BALL | 903 | $131,298 | 10,563 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| WW INTL INC | COM | Liquidated | $0 | 0 | 0.00 | 11,627 | +Inf | 03-31-2024 |
