Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
CUTLER GROUP LLC / CA | 04-19-2024 | 03-31-2024 | 2928 | 307,332,000 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
WISDOMTREE TR | Call | 5651 | $3,000 | 400 | 0.00 | 0.00 | -700 | -63.64 | 03-31-2024 |
VANGUARD INDEX FDS | Call | 5652 | $3,000 | 800 | 0.00 | 0.00 | 300 | 60.00 | 03-31-2024 |
VANGUARD WORLD FD | Call | 5653 | $3,000 | 200 | 0.00 | 200 | +Inf | 03-31-2024 | |
VANGUARD WORLD FD | Call | 5654 | $3,000 | 400 | 0.00 | 0.00 | -1,200 | -75.00 | 03-31-2024 |