Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
BLACKSTON FINANCIAL ADVISORY GROUP LLC 05-15-2024 03-31-2024 102193 174,290,555
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
DUKE ENERGY CORP NEW COM NEW 101 $395,678 4,091 0.00 4,091 +Inf 03-31-2024
QUALCOMM INC COM 102 $390,146 2,304 0.00 0.00 -139 -5.69 03-31-2024
LAMAR ADVERTISING CO NEW CL A 103 $388,343 3,252 0.00 3,252 +Inf 03-31-2024
SPDR SERIES TRUST HLTH CR EQUIP ETF HLTH CR EQUIP ETF Liquidated $0 0 0.00 0.35 -439 -8.93 03-31-2024
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