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 |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 551 | $18,991 | 244 | 0.00 | 244 | +Inf | 06-30-2024 | |
| AMGEN INC | COM | 552 | $18,632 | 60 | 0.00 | 0.00 | -2,360 | -97.52 | 06-30-2024 |
| ALCOA CORP | COM | 553 | $18,140 | 456 | 0.00 | 456 | +Inf | 06-30-2024 | |
| WILLIAMS SONOMA INC | COM | 554 | $17,308 | 61 | 0.00 | 61 | +Inf | 06-30-2024 |
