Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BELLWETHER ADVISORS LLC | 05-06-2024 | 03-31-2024 | 118 | 455,184,450 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| TESLA INC | COM | Liquidated | $0 | 0 | 0.00 | 3,648 | +Inf | 03-31-2024 | |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | 202 | $902,759 | 24,080 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| MONSTER BEVERAGE CORP NEW | COM | 203 | $886,982 | 14,963 | 0.00 | 14,963 | +Inf | 03-31-2024 | |
| APPLE INC | COM | 204 | $856,845 | 4,997 | 0.00 | 0.00 | -152 | -2.95 | 03-31-2024 |
