Tiedemann Advisors’s FiscalNote NOTE Stock Holding History

Tiedemann Advisors’s Portfolio NOTE Stock Details NOTE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$198K	Buy
2023 Q2	$251K	Buy
2023 Q1	$120K	Buy
2022 Q4	$101K	Sell
2022 Q3	$118K	Buy