Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BARDEN CAPITAL MANAGEMENT INC | 05-09-2024 | 03-31-2024 | 63 | 103,454,015 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 1 | $5,339,270 | 86,034 | 0.01 | 0.01 | -13,396 | -13.47 | 03-31-2024 |
| NVIDIA CORPORATION | COM | 2 | $4,687,709 | 5,188 | 0.00 | 0.00 | -953 | -15.52 | 03-31-2024 |
| SPDR INDEX SHS FDS | PORTFLI MSCI GBL | 3 | $3,952,666 | 66,231 | 0.00 | 0.00 | -3,574 | -5.12 | 03-31-2024 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 4 | $3,806,440 | 97,551 | 0.00 | 0.00 | 748 | 0.77 | 03-31-2024 |
