Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
APELLA CAPITAL LLC 07-10-2024 06-30-2024 307 2,236,511,051
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
DISNEY WALT CO COM 201 $686,741 7,076 0.00 0.00 1,583 28.82 06-30-2024
NETFLIX INC COM 202 $682,311 995 0.00 0.00 374 60.23 06-30-2024
WORLD GOLD TR SPDR GLD MINIS 203 $669,580 14,292 0.00 14,292 +Inf 06-30-2024
INVESCO EXCH TRD SLF IDX FD BULETSHS 2029 204 $662,956 36,247 0.00 0.00 -1,314 -3.50 06-30-2024
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