Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RIDGEWOOD INVESTMENTS LLC | 07-29-2024 | 06-30-2024 | 815 | 199,900,565 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VERIZON COMMUNICATIONS INC | COM | 51 | $1,099,307 | 38,742 | 0.00 | 0.00 | -5,496 | -12.42 | 06-30-2024 |
| AXOS FINANCIAL INC | COM | 52 | $1,088,022 | 19,038 | 0.00 | 0.00 | -925 | -4.63 | 06-30-2024 |
| EBAY INC. | COM | 53 | $1,053,716 | 19,615 | 0.00 | 0.00 | -41 | -0.21 | 06-30-2024 |
| FIDELITY COMWLTH TR | NASDAQ COMPSIT | 54 | $1,048,626 | 14,995 | 0.00 | 0.00 | 1,184 | 8.57 | 06-30-2024 |
