Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SANDBOX FINANCIAL PARTNERS LLC | 07-15-2024 | 06-30-2024 | 97 | 260,910,587 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $33,755,511 | 160,267 | 0.01 | 0.01 | -25,363 | -13.66 | 06-30-2024 |
| VANGUARD INDEX FDS | GROWTH ETF | 2 | $27,448,846 | 73,391 | 0.01 | 0.01 | 4,309 | 6.24 | 06-30-2024 |
| MICROSOFT CORP | COM | 3 | $18,389,907 | 41,145 | 0.01 | 0.01 | 3,840 | 10.29 | 06-30-2024 |
| AMAZON COM INC | COM | 4 | $14,684,097 | 75,985 | 0.01 | 0.01 | -716 | -0.93 | 06-30-2024 |
