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 |
|---|---|---|---|---|---|---|---|---|---|
| SHOPIFY INC | CL A | 51 | $1,695,425 | 21,970 | 0.00 | 0.00 | -2,060 | -8.57 | 03-31-2024 |
| ISHARES TR | MSCI EAFE ETF | 52 | $1,694,141 | 21,214 | 0.00 | 0.00 | -157 | -0.73 | 03-31-2024 |
| SALESFORCE INC | COM | 53 | $1,667,031 | 5,535 | 0.00 | 0.00 | 23 | 0.42 | 03-31-2024 |
| VANGUARD WORLD FD | HEALTH CAR ETF | 54 | $1,582,604 | 5,850 | 0.00 | 0.00 | -745 | -11.30 | 03-31-2024 |
