Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| VISTA INVESTMENT MANAGEMENT | 05-15-2024 | 03-31-2024 | 180 | 245,615,675 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | SHRT NAT MUN ETF | 101 | $739,708 | 7,063 | 0.00 | 0.00 | -500 | -6.61 | 03-31-2024 |
| ISHARES TR | INTERNATIONAL SL | 102 | $731,379 | 22,176 | 0.00 | 0.00 | 1,773 | 8.69 | 03-31-2024 |
| DOMINION ENERGY INC | COM | 103 | $728,307 | 14,806 | 0.00 | 14,806 | +Inf | 03-31-2024 | |
| CVS HEALTH CORP | COM | 104 | $717,377 | 8,994 | 0.00 | 0.00 | -2,578 | -22.28 | 03-31-2024 |
