Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BYRNE ASSET MANAGEMENT LLC | 04-22-2024 | 03-31-2024 | 535 | 144,410,473 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NUVEEN FLOATING RATE INC | COM | 101 | $1,843,340 | 211,150 | 0.00 | 2.57 | -166,922 | -44.15 | 03-31-2024 |
| BERKSHIRE HATHAWAY CLASS B | COM | 102 | $1,831,785 | 4,356 | 0.00 | 1.25 | 43 | 1.00 | 03-31-2024 |
| CVS HEALTH CORP | COM | 103 | $1,816,694 | 22,777 | 0.00 | 1.34 | -452 | -1.95 | 03-31-2024 |
| BLACKROCK INC | COM | 104 | $1,743,267 | 2,091 | 0.00 | 1.16 | -71 | -3.28 | 03-31-2024 |
