Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TRITONPOINT WEALTH LLC | 04-25-2024 | 03-31-2024 | 304 | 956,716,379 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | SML CP GRW ETF | 101 | $2,086,176 | 9,558 | 0.00 | 0.00 | 929 | 10.77 | 03-31-2024 |
| ELI LILLY & CO | COM | 102 | $2,069,086 | 3,802 | 0.00 | 0.00 | 141 | 3.85 | 03-31-2024 |
| INVESCO QQQ TR | UNIT SER 1 | 103 | $2,054,743 | 5,015 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| CASTLE BIOSCIENCES INC | COM | 104 | $2,036,202 | 92,250 | 0.00 | 0.00 | -2,106 | -2.23 | 03-31-2024 |
