Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WUNDERLICH CAPITAL MANAGEMNT | 08-14-2024 | 06-30-2024 | 105 | 223,973,988 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Advanced Mico Devices | COM | 51 | $2,204,109 | 13,588 | 0.00 | 0.00 | 237 | 1.78 | 06-30-2024 |
| Cisco Systems | COM | 52 | $2,084,216 | 43,869 | 0.00 | 0.00 | 646 | 1.49 | 06-30-2024 |
| Uber Inc | COM | 53 | $2,082,863 | 28,658 | 0.00 | 0.00 | 5,818 | 25.47 | 06-30-2024 |
| Bank of America | COM | 54 | $2,062,870 | 51,870 | 0.00 | 0.00 | 1,398 | 2.77 | 06-30-2024 |
