Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CHECCHI CAPITAL ADVISERS LLC | 04-25-2024 | 03-31-2024 | 581 | 1,280,466,567 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | U.S. REAL ES ETF | 101 | $2,766,852 | 30,777 | 0.00 | 0.00 | 6,871 | 28.74 | 03-31-2024 |
| VANGUARD WORLD FD | INF TECH ETF | 102 | $2,761,174 | 5,266 | 0.00 | 0.00 | -2,310 | -30.49 | 03-31-2024 |
| BANK AMERICA CORP | COM | 103 | $2,679,321 | 70,657 | 0.00 | 0.00 | -807 | -1.13 | 03-31-2024 |
| INTUIT | COM | 104 | $2,661,112 | 4,094 | 0.00 | 0.00 | -18 | -0.44 | 03-31-2024 |
