TA
NOTE

Tiedemann Advisors’s FiscalNote NOTE Stock Holding History

Tiedemann Advisors’s Portfolio NOTE Stock Details NOTE Fund Activity
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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