Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SEVEN MILE ADVISORY | 08-08-2024 | 06-30-2024 | 154 | 135,993,051 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| EXXON MOBIL CORP COM | Stock | 51 | $540,489 | 4,695 | 0.00 | 0.00 | 923 | 24.47 | 06-30-2024 |
| TESLA INC COM | Stock | 52 | $505,980 | 2,557 | 0.00 | 0.00 | 489 | 23.65 | 06-30-2024 |
| MCDONALDS CORP COM | Stock | 53 | $505,348 | 1,983 | 0.00 | 0.00 | -45 | -2.22 | 06-30-2024 |
| QUALCOMM INC COM | Stock | 54 | $492,174 | 2,471 | 0.00 | 0.00 | 76 | 3.17 | 06-30-2024 |
