Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RALEIGH CAPITAL MANAGEMENT INC | 05-13-2024 | 03-31-2024 | 963 | 231,755,739 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | US AER DEF ETF | 51 | $1,899,832 | 14,400 | 0.00 | 0.00 | 14,384 | 89900.00 | 03-31-2024 |
| SPDR SER TR | BLOOMBERG 1-3 MO | 52 | $1,882,752 | 20,509 | 0.00 | 0.00 | 8,784 | 74.92 | 03-31-2024 |
| AT&T INC | COM | 53 | $1,881,905 | 106,927 | 0.00 | 0.00 | -12,138 | -10.19 | 03-31-2024 |
| COCA COLA CO | COM | 54 | $1,865,110 | 30,486 | 0.00 | 0.00 | -1,536 | -4.80 | 03-31-2024 |
