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 |
|---|---|---|---|---|---|---|---|---|---|
| Parker-Hannifin Corp Com | Equities | 251 | $436,850 | 786 | 0.00 | 0.00 | -34 | -4.15 | 03-31-2024 |
| Spdr S&P500 Etf TRUST Trust Unit Deposit | Equities | 252 | $429,350 | 1,021 | 0.00 | 0.00 | -763 | -42.77 | 03-31-2024 |
| Vanguard Tax-Exempt Bond ETF | Equities | 253 | $412,187 | 8,146 | 0.00 | 0.00 | 1,874 | 29.88 | 03-31-2024 |
| Caterpillar Inc | Equities | 254 | $366,430 | 1,000 | 0.00 | 0.00 | -238 | -19.22 | 03-31-2024 |
