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 |
|---|---|---|---|---|---|---|---|---|---|
| NETFLIX INC | COM | 151 | $312,559 | 463 | 0.00 | 0.00 | 54 | 13.20 | 06-30-2024 |
| GLOBAL X FDS | S&P 500 COVERED | 152 | $308,052 | 7,619 | 0.00 | 0.00 | 612 | 8.73 | 06-30-2024 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| PEPSICO INC | COM | 154 | $293,734 | 1,781 | 0.00 | 0.00 | 6 | 0.34 | 06-30-2024 |
