Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SAGE MOUNTAIN ADVISORS LLC | 04-23-2024 | 03-31-2024 | 408 | 962,170,954 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | RUS 2000 GRW ETF | 1051 | $53,784 | 199 | 0.00 | 0.00 | 1 | 0.51 | 03-31-2024 |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP QUALITY | 1052 | $51,613 | 469 | 0.00 | 469 | +Inf | 03-31-2024 | |
| SPDR SER TR | SSGA US SMAL ETF | 1053 | $50,642 | 452 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | CORE S&P US VLU | 1054 | $50,616 | 560 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
