Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SWAN CAPITAL LLC | 08-14-2024 | 06-30-2024 | 308 | 183,563,277 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PAYPAL HLDGS INC | COM | 101 | $20,659 | 356 | 0.00 | 356 | +Inf | 06-30-2024 | |
| ORACLE CORP | COM | 102 | $19,768 | 140 | 0.00 | 140 | +Inf | 06-30-2024 | |
| ABBOTT LABS | COM | 103 | $19,639 | 189 | 0.00 | 189 | +Inf | 06-30-2024 | |
| ENBRIDGE INC | COM | 104 | $18,578 | 522 | 0.00 | 522 | +Inf | 06-30-2024 |
