Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| IRONBRIDGE PRIVATE WEALTH LLC | 02-12-2024 | 12-31-2023 | 75 | 205,116,763 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | COM | 1 | $30,650,652 | 61,893 | 0.01 | 0.01 | 111 | 0.18 | 12-31-2023 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 2 | $10,905,235 | 217,106 | 0.01 | 0.01 | -12,447 | -5.42 | 12-31-2023 |
| PUTNAM ETF TRUST | ESG ULTRA SHORT | 3 | $10,554,260 | 210,035 | 0.01 | 210,035 | +Inf | 12-31-2023 | |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | Liquidated | $0 | 0 | 0.01 | 0.00 | 23,503 | 21.02 | 12-31-2023 |
