Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| DGS CAPITAL MANAGEMENT LLC | 04-15-2024 | 03-31-2024 | 276 | 352,154,230 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| COINBASE GLOBAL INC COM CL A | Stock | 1 | $86,955,383 | 327,985 | 0.02 | 0.02 | 0 | 0.00 | 03-31-2024 |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | ETF | 2 | $28,568,883 | 272,786 | 0.01 | 0.01 | 26,851 | 10.92 | 03-31-2024 |
| MICROSOFT CORP COM | Stock | 3 | $9,767,806 | 23,217 | 0.00 | 0.00 | 3,227 | 16.14 | 03-31-2024 |
| APPLE INC COM | Stock | 4 | $8,917,542 | 52,003 | 0.00 | 0.00 | 6,932 | 15.38 | 03-31-2024 |
