Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| IRON FINANCIAL LLC | 04-23-2024 | 03-31-2024 | 98 | 179,405,944 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 101 | $506,175 | 8,291 | 0.00 | 0.00 | 6 | 0.07 | 03-31-2024 |
| ISHARES TR | RUS MD CP GR ETF | 102 | $478,932 | 4,196 | 0.00 | 0.00 | -131 | -3.03 | 03-31-2024 |
| HOME DEPOT INC | COM | 103 | $468,060 | 1,220 | 0.00 | 0.00 | 30 | 2.52 | 03-31-2024 |
| ABBVIE INC | COM | 104 | $458,881 | 2,520 | 0.00 | 0.00 | 11 | 0.44 | 03-31-2024 |
