Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| EAGLE BLUFFS WEALTH MANAGEMENT LLC | 04-22-2024 | 03-31-2024 | 69 | 161,119,432 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BLACKROCK TAX MUNICPAL BD TR | SHS | 1 | $20,683,401 | 1,265,814 | 0.01 | 0.01 | 12,221 | 0.97 | 03-31-2024 |
| ISHARES TR | INTL SEL DIV ETF | 2 | $10,534,376 | 375,691 | 0.01 | 0.01 | 10,081 | 2.76 | 03-31-2024 |
| ISHARES INC | MSCI EMRG CHN | 3 | $10,317,465 | 179,216 | 0.01 | 0.01 | 3,943 | 2.25 | 03-31-2024 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 4 | $7,818,564 | 135,129 | 0.00 | 0.01 | -400 | -0.30 | 03-31-2024 |
