Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STEEL GROVE CAPITAL ADVISORS LLC | 08-14-2024 | 06-30-2024 | 172 | 724,291,251 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ORACLE CORP | COM | Liquidated | $0 | 0 | 0.00 | 2,762 | +Inf | 06-30-2024 | |
| VANGUARD SHORT-TERM BOND ETF | ETF | 352 | $346,779 | 4,521 | 0.00 | 4,521 | +Inf | 06-30-2024 | |
| BLOCK H & R INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| BP PLC | SPONSORED ADR | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
