Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PEGASUS PARTNERS LTD | 04-24-2024 | 03-31-2024 | 150 | 943,560,993 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SELECT SECTOR SPDR TR | TECHNOLOGY | 151 | $318,445 | 1,529 | 0.00 | 1,529 | +Inf | 03-31-2024 | |
| GENERAL ELECTRIC CO | COM NEW | 152 | $311,391 | 1,774 | 0.00 | 0.00 | -25 | -1.39 | 03-31-2024 |
| LOWES COS INC | COM | 153 | $305,422 | 1,199 | 0.00 | 0.00 | -225 | -15.80 | 03-31-2024 |
| WELLS FARGO CO NEW | COM | 154 | $298,726 | 5,154 | 0.00 | 0.00 | 287 | 5.90 | 03-31-2024 |
