Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
CAPSTONE TRITON FINANCIAL GROUP LLC 04-19-2024 03-31-2024 99 140,877,765
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
APPLE INC COM 1 $10,176,391 59,344 0.01 0.01 -4,906 -7.64 03-31-2024
AMAZON COM INC COM 2 $5,213,884 28,905 0.00 0.00 -2,386 -7.63 03-31-2024
MICROSOFT CORP COM 3 $4,957,196 11,783 0.00 0.00 -1,198 -9.23 03-31-2024
NVIDIA CORPORATION COM 4 $4,412,083 4,883 0.00 0.00 -84 -1.69 03-31-2024
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