Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GREENUP STREET WEALTH MANAGEMENT LLC | 05-06-2024 | 03-31-2024 | 79 | 398,313,558 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Cvs Health Corporation Com Usd0.01 | Equities | 101 | $2,520,551 | 31,601 | 0.00 | 31,601 | +Inf | 03-31-2024 | |
| Taiwan Semiconductor Manufacturing Spon | Equities | 102 | $2,473,911 | 18,183 | 0.00 | 0.00 | 1,280 | 7.57 | 03-31-2024 |
| Ishares Short-Term National Muni Bond Et | Equities | 103 | $2,372,867 | 22,657 | 0.00 | 0.00 | 4,814 | 26.98 | 03-31-2024 |
| Apple Inc | Equities | 104 | $2,349,192 | 13,699 | 0.00 | 0.00 | 9,996 | 269.94 | 03-31-2024 |
