Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CADENCE WEALTH MANAGEMENT LLC | 05-10-2024 | 03-31-2024 | 42 | 97,224,982 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SELECT SECTOR SPDR TR | SBI INT-UTILS | Liquidated | $0 | 0 | 0.00 | 3,813 | +Inf | 12-31-2023 | |
| ISHARES TR | CORE S&P TTL STK | 152 | $219,024 | 1,900 | 0.00 | 1,900 | +Inf | 03-31-2024 | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 153 | $218,290 | 4,351 | 0.00 | 0.00 | 21 | 0.48 | 03-31-2024 |
| AMAZON COM INC | COM | 154 | $214,014 | 1,186 | 0.00 | 1,186 | +Inf | 03-31-2024 |
