| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Curated Wealth Partners LLC | 200,000 | 792,766 | +592,766 | 0.02 | 0.18 | +0.16 | buy |
| Lake Hills Wealth Management, LLC | 15,000 | 26,200 | +11,200 | 0.01 | 0.01 | +0.00 | buy |