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 |
|---|---|---|---|---|---|---|---|---|---|
| VISA INC | COM CL A | 51 | $1,606,612 | 6,121 | 0.00 | 0.00 | 115 | 1.91 | 06-30-2024 |
| INTERNATIONAL BUSINESS MACHS | COM | 52 | $1,533,659 | 8,868 | 0.00 | 0.00 | 297 | 3.47 | 06-30-2024 |
| BLACKSTONE INC | COM | 53 | $1,470,732 | 11,880 | 0.00 | 0.00 | 107 | 0.91 | 06-30-2024 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 54 | $1,358,026 | 8,267 | 0.00 | 0.00 | 305 | 3.83 | 06-30-2024 |
