Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CASCADE INVESTMENT GROUP INC | 05-15-2024 | 03-31-2024 | 142 | 133,646,143 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AMPLIFY ETF TR | AMPLIFY CYBERSEC | 101 | $326,961 | 5,100 | 0.00 | 5,100 | +Inf | 03-31-2024 | |
| SPDR SER TR | S&P DIVID ETF | 102 | $323,982 | 2,469 | 0.00 | 0.00 | -99 | -3.86 | 03-31-2024 |
| GOLDMAN SACHS ETF TR | FUTURE HEALTH | 103 | $316,713 | 9,090 | 0.00 | 0.00 | 454 | 5.26 | 03-31-2024 |
| LOCKHEED MARTIN CORP | COM | 104 | $315,101 | 693 | 0.00 | 0.00 | -25 | -3.48 | 03-31-2024 |
