Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WESTEND CAPITAL MANAGEMENT LLC | 07-08-2024 | 06-30-2024 | 234 | 284,656,511 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CATERPILLAR INC COM | COM | Liquidated | $0 | 0 | 0.00 | 14 | +Inf | 06-30-2024 | |
| LOWES COS INC COM | Stock | 302 | $5,125 | 24 | 0.00 | 24 | +Inf | 06-30-2024 | |
| STARBUCKS CORP COM | COM | Liquidated | $0 | 0 | 0.00 | 56 | +Inf | 06-30-2024 | |
| FIRST CTZNS BANCSHARES INC N C CL A | Stock | 304 | $5,093 | 3 | 0.00 | 3 | +Inf | 06-30-2024 |
