Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BRIDGE ADVISORY LLC | 07-23-2024 | 06-30-2024 | 97 | 202,979,746 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO DB COMMDY INDX TRCK | UNIT | 51 | $1,827,807 | 78,683 | 0.00 | 0.00 | -6,498 | -7.63 | 06-30-2024 |
| SPDR SER TR | S&P DIVID ETF | 52 | $1,823,479 | 14,338 | 0.00 | 0.00 | 27 | 0.19 | 06-30-2024 |
| AMAZON COM INC | COM | 53 | $1,810,173 | 9,367 | 0.00 | 0.00 | 440 | 4.93 | 06-30-2024 |
| ISHARES TR | CORE S&P SCP ETF | 54 | $1,632,489 | 15,306 | 0.00 | 0.00 | -2,033 | -11.73 | 06-30-2024 |
