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 |
|---|---|---|---|---|---|---|---|---|---|
| CONOCOPHILLIPS | COM | 351 | $208,866 | 1,641 | 0.00 | 1,641 | +Inf | 03-31-2024 | |
| INNOVATOR ETFS TRUST | PREM INCM 40 BAR | 352 | $200,982 | 8,200 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| MANHATTAN BRDG CAP INC | COM | 353 | $161,375 | 161,375 | 0.00 | 0.00 | -16,805 | -9.43 | 03-31-2024 |
