Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ARCHFORD CAPITAL STRATEGIES LLC | 07-17-2024 | 06-30-2024 | 258 | 617,086,979 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF | IBONDS DEC 26 | 501 | $528,049 | 20,855 | 0.00 | 0.00 | 1,865 | 9.82 | 06-30-2024 |
| ISHARES IBONDS DEC 2024 TERM MUNI BOND ETF | IBONDS DEC | 502 | $525,849 | 20,190 | 0.00 | 0.00 | 1,815 | 9.88 | 06-30-2024 |
| META PLATFORMS INC CL A | CL A | 503 | $524,035 | 1,039 | 0.00 | 0.00 | 26 | 2.57 | 06-30-2024 |
| ASTRAZENECA PLC SPONSORED ADR | SPONSORED ADR | 504 | $519,363 | 6,659 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
