-
Signature - Title
-
E. Carter Morris IV - CCO
-
Location
-
Palm Beach Gardens, FL
-
Holdings as of
-
June 30, 2023
-
Value $
-
$271M
-
Num holdings
-
582
-
Date filed
-
7/20/2023, 06:47 PM
-
Form type
-
13F-HR
-
Description
-
All US holdings of this investor are reported in this report. Top holdings included SPY, USFR, SPYV, AAPL, and SHV.