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 |
|---|---|---|---|---|---|---|---|---|---|
| ABRDN ETFS | BBRG ALL COMMDY | 201 | $305,060 | 9,669 | 0.00 | 0.00 | 1,149 | 13.49 | 03-31-2024 |
| SPDR SER TR | BBG CONV SEC ETF | 202 | $287,412 | 3,935 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| BANK AMERICA CORP | COM | 203 | $284,616 | 7,506 | 0.00 | 0.00 | 6 | 0.08 | 03-31-2024 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 204 | $236,386 | 1,135 | 0.00 | 0.00 | -114 | -9.13 | 03-31-2024 |
