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 |
|---|---|---|---|---|---|---|---|---|---|
| TRANE TECHNOLOGIES PLC | SHS | 101 | $1,075,917 | 3,584 | 0.00 | 0.00 | 915 | 34.28 | 03-31-2024 |
| INNOVATOR ETFS TRUST | BUFFER STEP UP S | 102 | $1,025,067 | 33,880 | 0.00 | 0.00 | -1,455 | -4.12 | 03-31-2024 |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | 103 | $1,017,460 | 20,534 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SYSCO CORP | COM | 104 | $1,016,049 | 12,516 | 0.00 | 0.00 | 838 | 7.18 | 03-31-2024 |
