Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GREYSTONE FINANCIAL GROUP LLC | 08-06-2024 | 06-30-2024 | 99 | 511,275,577 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| LINDE PLC | SHS | 151 | $872,354 | 1,988 | 0.00 | 0.00 | 602 | 43.43 | 06-30-2024 |
| PACER FDS TR | US CASH COWS 100 | 152 | $856,889 | 15,726 | 0.00 | 0.00 | -850 | -5.13 | 06-30-2024 |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 153 | $751,075 | 1,404 | 0.00 | 0.00 | 863 | 159.52 | 06-30-2024 |
| CONSTELLATION BRANDS INC | CL A | 154 | $728,360 | 2,831 | 0.00 | 0.00 | 387 | 15.83 | 06-30-2024 |
