Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RED DOOR WEALTH MANAGEMENT LLC | 04-17-2024 | 03-31-2024 | 195 | 518,955,286 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WESTROCK COFFEE CO | COM | 251 | $258,250 | 25,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| S&P GLOBAL INC | COM | 252 | $257,397 | 605 | 0.00 | 0.00 | 120 | 24.74 | 03-31-2024 |
| VANGUARD INDEX FDS | SML CP GRW ETF | 253 | $252,257 | 968 | 0.00 | 968 | +Inf | 03-31-2024 | |
| CUMMINS INC | COM | 254 | $250,158 | 849 | 0.00 | 849 | +Inf | 03-31-2024 |
