Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| IRON GATE GLOBAL ADVISORS LLC | 08-14-2024 | 06-30-2024 | 99 | 606,321,973 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CARRIER GLOBAL CORPORATION | COM | 51 | $853,865 | 13,701 | 0.00 | 0.00 | -20 | -0.15 | 06-30-2024 |
| CHEVRON CORP NEW | COM | 52 | $847,141 | 5,413 | 0.00 | 0.00 | -335 | -5.83 | 06-30-2024 |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 53 | $838,601 | 14,402 | 0.00 | 0.00 | -350 | -2.37 | 06-30-2024 |
| VERIZON COMMUNICATIONS INC | COM | 54 | $701,756 | 17,016 | 0.00 | 0.00 | -6,319 | -27.08 | 06-30-2024 |
