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 |
|---|---|---|---|---|---|---|---|---|---|
| Chevron Corp New Com | Equities | 151 | $1,501,469 | 9,518 | 0.00 | 0.00 | 3,735 | 64.59 | 03-31-2024 |
| Lockheed Martin Corp | Equities | 152 | $1,488,853 | 3,273 | 0.00 | 3,273 | +Inf | 03-31-2024 | |
| Ishares National Muni Bond Etf | Equities | 153 | $1,456,479 | 13,536 | 0.00 | 13,536 | +Inf | 03-31-2024 | |
| Ishares Core US Aggregate Bond Etf | Equities | 154 | $1,400,270 | 14,297 | 0.00 | 0.00 | -2,329 | -14.01 | 03-31-2024 |
