Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TILIA FIDUCIARY PARTNERS INC | 04-12-2024 | 03-31-2024 | 97 | 123,317,584 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARES | ETF | 151 | $405,948 | 4,551 | 0.00 | 0.00 | -254 | -5.29 | 03-31-2024 |
| ISHARES SHORT TREASURY BOND ETF | ETF | 152 | $402,918 | 3,645 | 0.00 | 3,645 | +Inf | 03-31-2024 | |
| ILLINOIS TOOL WKS INC COM | Stock | 153 | $382,720 | 1,426 | 0.00 | 0.00 | -19 | -1.31 | 03-31-2024 |
| ISHARES 1-3 YR TREASURY BOND ETF | ETF | 154 | $369,318 | 4,516 | 0.00 | 4,516 | +Inf | 03-31-2024 |
