Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RANCH CAPITAL ADVISORS INC | 08-13-2024 | 06-30-2024 | 153 | 191,174,944 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AIRBNB INC | COM CL A | 201 | $311,448 | 2,054 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | 202 | $311,002 | 795 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| NUVEEN MUNICIPAL CREDIT INC | COM SH BEN INT | 203 | $309,685 | 25,076 | 0.00 | 0.00 | 244 | 0.98 | 06-30-2024 |
| INTEL CORP | COM | 204 | $303,677 | 9,806 | 0.00 | 0.00 | -61 | -0.62 | 06-30-2024 |
