Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FLYNN ZITO CAPITAL MANAGEMENT LLC | 08-05-2024 | 06-30-2024 | 116 | 195,576,769 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| TESLA INC | COM | 51 | $640,141 | 3,235 | 0.00 | 0.00 | 152 | 4.93 | 06-30-2024 |
| DOW INC | COM | 52 | $635,963 | 11,988 | 0.00 | 0.00 | -241 | -1.97 | 06-30-2024 |
| TRAVELERS COMPANIES INC | COM | 53 | $635,049 | 3,123 | 0.00 | 0.00 | 2 | 0.06 | 06-30-2024 |
| EXXON MOBIL CORP | COM | 54 | $620,979 | 5,394 | 0.00 | 0.00 | -76 | -1.39 | 06-30-2024 |
