Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CHECCHI CAPITAL ADVISERS LLC | 04-25-2024 | 03-31-2024 | 581 | 1,280,466,567 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | GROWTH ETF | 1 | $48,192,185 | 140,012 | 0.00 | 0.00 | -1,282 | -0.91 | 03-31-2024 |
| MICROSOFT CORP | COM | 2 | $36,106,461 | 85,821 | 0.00 | 0.00 | 638 | 0.75 | 03-31-2024 |
| APPLE INC | COM | 3 | $30,815,731 | 179,705 | 0.00 | 0.00 | -1,079 | -0.60 | 03-31-2024 |
| SPDR SER TR | BLOOMBERG INTL T | 4 | $29,630,955 | 1,332,327 | 0.00 | 0.00 | 49,295 | 3.84 | 03-31-2024 |
