Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WESTEND CAPITAL MANAGEMENT LLC | 04-12-2024 | 03-31-2024 | 336 | 257,908,264 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF | COM | 51 | $131,958 | 251 | 0.00 | 251 | +Inf | 03-31-2024 | |
| CHEVRON CORP NEW COM | COM | 52 | $118,620 | 752 | 0.00 | 752 | +Inf | 03-31-2024 | |
| WP CAREY INC COM | COM | 53 | $112,880 | 2,000 | 0.00 | 2,000 | +Inf | 03-31-2024 | |
| PHILIP MORRIS INTL INC | COM | 54 | $109,944 | 1,200 | 0.00 | 1,200 | +Inf | 03-31-2024 |
