Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| 626 FINANCIAL LLC | 04-18-2024 | 03-31-2024 | 107 | 165,966,790 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| STRYKER CORPORATION | COM | 1 | $22,051,448 | 61,619 | 0.01 | 0.01 | -1,389 | -2.20 | 03-31-2024 |
| WISDOMTREE TR | US TOTAL DIVIDND | 2 | $21,018,427 | 297,206 | 0.01 | 0.01 | 4,341 | 1.48 | 03-31-2024 |
| APPLE INC | COM | 3 | $9,131,028 | 53,248 | 0.01 | 0.01 | 1,172 | 2.25 | 03-31-2024 |
| ISHARES TR | CORE S&P MCP ETF | 4 | $8,186,747 | 134,783 | 0.00 | 0.00 | 110,492 | 454.87 | 03-31-2024 |
