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 |
|---|---|---|---|---|---|---|---|---|---|
| ABBVIE INC | COM | 101 | $532,879 | 3,107 | 0.00 | 0.00 | -49 | -1.55 | 06-30-2024 |
| MCDONALDS CORP | COM | 102 | $527,341 | 2,069 | 0.00 | 0.00 | -64 | -3.00 | 06-30-2024 |
| ISHARES TR | NATIONAL MUN ETF | 103 | $527,251 | 4,948 | 0.00 | 0.00 | 162 | 3.38 | 06-30-2024 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 104 | $502,047 | 4,233 | 0.00 | 0.00 | 298 | 7.57 | 06-30-2024 |
