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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | RUS 1000 GRW ETF | 651 | $7,655 | 21 | 0.00 | 21 | +Inf | 06-30-2024 | |
| BROOKFIELD CORP | CL A LTD VT SH | 652 | $7,589 | 183 | 0.00 | 183 | +Inf | 06-30-2024 | |
| ARK ETF TR | NEXT GNRTN INTER | 653 | $7,569 | 97 | 0.00 | 97 | +Inf | 06-30-2024 | |
| SPDR SER TR | AEROSPACE DEF | 654 | $7,559 | 54 | 0.00 | 54 | +Inf | 06-30-2024 |
