Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| VITALSTONE FINANCIAL LLC | 05-06-2024 | 03-31-2024 | 538 | 130,896,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| KITE RLTY GROUP TR COM NEW | REIT | 351 | $115,000 | 5,321 | 0.09 | 0.14 | -2,400 | -31.08 | 03-31-2024 |
| COMMERCIAL METALS CO COM | Stock | 352 | $112,000 | 1,910 | 0.09 | 0.08 | 0 | 0.00 | 03-31-2024 |
| GALLAGHER ARTHUR J & CO COM | Stock | 353 | $111,000 | 444 | 0.08 | 0.09 | -31 | -6.53 | 03-31-2024 |
| GLOBAL X CYBERSECURITY ETF | ETF | 354 | $108,000 | 3,644 | 0.08 | 0.09 | 0 | 0.00 | 03-31-2024 |
