Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CAMELOT PORTFOLIOS LLC | 01-23-2024 | 12-31-2023 | 210 | 169,008,881 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DOMINION ENERGY INC | COM | 151 | $499,495 | 10,628 | 0.00 | 0.00 | 4,225 | 65.98 | 12-31-2023 |
| SPDR SER TR | S&P RETAIL ETF | 152 | $491,158 | 6,791 | 0.00 | 6,791 | +Inf | 12-31-2023 | |
| ISHARES TR | U.S. TECH ETF | 153 | $488,596 | 3,980 | 0.00 | 3,980 | +Inf | 12-31-2023 | |
| SOUTHWEST GAS HLDGS INC | COM | 154 | $484,493 | 7,648 | 0.00 | 0.00 | 2,203 | 40.46 | 12-31-2023 |
