Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LCM CAPITAL MANAGEMENT INC | 05-06-2024 | 03-31-2024 | 92 | 154,723,405 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 1 | $23,256,423 | 41,798 | 0.02 | 0.02 | 456 | 1.10 | 03-31-2024 |
| SPDR S&P 500 ETF TR | TR UNIT | 2 | $22,586,676 | 43,181 | 0.01 | 0.01 | 14 | 0.03 | 03-31-2024 |
| ISHARES TR | RUSSELL 2000 ETF | 3 | $13,638,788 | 64,854 | 0.01 | 0.01 | 1,364 | 2.15 | 03-31-2024 |
| MICROSOFT CORP | COM | 4 | $8,456,407 | 20,100 | 0.01 | 0.01 | 9 | 0.04 | 03-31-2024 |
