Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CARMICHAEL HILL & ASSOCIATES INC | 04-24-2024 | 03-31-2024 | 763 | 252,827,698 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 101 | $471,094 | 8,046 | 0.00 | 0.00 | -80 | -0.98 | 03-31-2024 |
| ABBOTT LABS | COM | 102 | $461,001 | 4,056 | 0.00 | 0.00 | 1 | 0.02 | 03-31-2024 |
| WORLD GOLD TR | SPDR GLD MINIS | 103 | $456,535 | 10,364 | 0.00 | 0.00 | 383 | 3.84 | 03-31-2024 |
| SPDR SER TR | S&P 600 SMCP GRW | 104 | $442,203 | 5,069 | 0.00 | 0.00 | 5 | 0.10 | 03-31-2024 |
