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 |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | S&P OILGAS EXP | 1101 | $34,549 | 223 | 0.00 | 223 | +Inf | 03-31-2024 | |
| PIMCO ETF TR | SHTRM MUN BD ACT | Liquidated | $0 | 0 | 0.00 | 639 | +Inf | 03-31-2024 | |
| SELECT SECTOR SPDR TR | INDL | 1103 | $29,853 | 237 | 0.00 | 0.00 | 39 | 19.70 | 03-31-2024 |
| INVESCO EXCH TRADED FD TR II | S&P ULTRA DIVIDE | 1104 | $26,261 | 573 | 0.00 | 0.00 | 100 | 21.14 | 03-31-2024 |
