Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| COASTWISE CAPITAL GROUP LLC | 08-14-2024 | 06-30-2024 | 115 | 104,967,609 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CATERPILLAR INC | COM | 51 | $580,515 | 1,743 | 0.00 | 0.00 | 31 | 1.81 | 06-30-2024 |
| DISNEY WALT CO | COM | 52 | $580,151 | 5,843 | 0.00 | 0.00 | -280 | -4.57 | 06-30-2024 |
| GOLDMAN SACHS GROUP INC | COM | 53 | $576,438 | 1,274 | 0.00 | 0.00 | 4 | 0.31 | 06-30-2024 |
| BP PLC | SPONSORED ADR | 54 | $562,260 | 15,575 | 0.00 | 0.00 | 346 | 2.27 | 06-30-2024 |
