Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STEELE CAPITAL MANAGEMENT INC | 07-16-2024 | 06-30-2024 | 177 | 1,792,000,034 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ABBVIE INC | COM | 51 | $2,332,681 | 13,600 | 0.00 | 0.00 | -21 | -0.15 | 06-30-2024 |
| ISHARES TR | ISHS 1-5YR INVS | 52 | $2,266,183 | 44,227 | 0.00 | 0.00 | -455 | -1.02 | 06-30-2024 |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 53 | $2,208,091 | 62,944 | 0.00 | 0.00 | 1,122 | 1.81 | 06-30-2024 |
| EXXON MOBIL CORP | COM | 54 | $1,819,372 | 15,804 | 0.00 | 0.00 | 35 | 0.22 | 06-30-2024 |
