Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| REGATTA CAPITAL GROUP LLC | 04-23-2024 | 03-31-2024 | 184 | 444,445,079 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD STAR FDS | VG TL INTL STK F | 151 | $368,795 | 6,116 | 0.00 | 6,116 | +Inf | 03-31-2024 | |
| ALBEMARLE CORP | COM | 152 | $361,953 | 2,747 | 0.00 | 0.00 | 376 | 15.86 | 03-31-2024 |
| CISCO SYS INC | COM | 153 | $357,200 | 7,157 | 0.00 | 0.00 | 341 | 5.00 | 03-31-2024 |
| GLOBAL X FDS | GLOBAL X URANIUM | 154 | $352,118 | 12,214 | 0.00 | 0.00 | -2,489 | -16.93 | 03-31-2024 |
