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 |
|---|---|---|---|---|---|---|---|---|---|
| UBER TECHNOLOGIES INC | COM | 201 | $238,695 | 3,284 | 0.00 | 0.00 | -297 | -8.29 | 06-30-2024 |
| ISHARES TR | CORE S&P SCP ETF | 202 | $234,871 | 2,202 | 0.00 | 0.00 | 75 | 3.53 | 06-30-2024 |
| ARISTA NETWORKS INC | COM | Liquidated | $0 | 0 | 0.00 | 799 | +Inf | 06-30-2024 | |
| TESLA INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -284 | -19.22 | 06-30-2024 |
