Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PEGASUS PARTNERS LTD | 04-24-2024 | 03-31-2024 | 150 | 943,560,993 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| EXXON MOBIL CORP | COM | 101 | $547,421 | 4,709 | 0.00 | 0.00 | 921 | 24.31 | 03-31-2024 |
| PROSHARES TR | S&P 500 DV ARIST | 102 | $543,051 | 5,355 | 0.00 | 0.00 | -1,604 | -23.05 | 03-31-2024 |
| ISHARES TR | MSCI ACWI EX US | 103 | $533,900 | 10,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VANGUARD WORLD FD | MEGA GRWTH IND | 104 | $515,039 | 1,797 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
