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 |
|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO COM | Stock | 551 | $51,000 | 253 | 0.04 | 0.03 | 0 | 0.00 | 03-31-2024 |
| PROSHARES BITCOIN STRATEGY ETF | ETF | 552 | $49,000 | 1,532 | 0.04 | 0.05 | -1,258 | -45.09 | 03-31-2024 |
| GLOBAL X URANIUM ETF | ETF | 553 | $49,000 | 1,700 | 0.04 | 0.04 | 0 | 0.00 | 03-31-2024 |
| VANGUARD SMALL-CAP GROWTH ETF | ETF | 554 | $48,000 | 184 | 0.04 | 0.03 | 12 | 6.98 | 03-31-2024 |
