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 |
|---|---|---|---|---|---|---|---|---|---|
| ABBVIE INC COM | Stock | 601 | $42,000 | 232 | 0.03 | 0.03 | 0 | 0.00 | 03-31-2024 |
| VANGUARD LONG-TERM TREASURY ETF | ETF | 602 | $41,000 | 700 | 0.03 | 0.03 | 4 | 0.57 | 03-31-2024 |
| PIONEER NAT RES CO COM | Stock | 603 | $40,000 | 154 | 0.03 | 0.03 | -15 | -8.88 | 03-31-2024 |
| OREILLY AUTOMOTIVE INC COM | Stock | 604 | $40,000 | 35 | 0.03 | 0.07 | -55 | -61.11 | 03-31-2024 |
