Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BUCK WEALTH STRATEGIES LLC | 05-03-2024 | 03-31-2024 | 78 | 291,138,405 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| COSTCO WHSL CORP NEW | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 142 | 36.41 | 03-31-2024 |
| ISHARES TR | 20 YR TR BD ETF | 102 | $339,285 | 3,586 | 0.00 | 3,586 | +Inf | 03-31-2024 | |
| LULULEMON ATHLETICA INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 187 | 40.30 | 03-31-2024 |
| BANK HAWAII CORP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 20 | 0.46 | 03-31-2024 |
