Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| INTERCHANGE CAPITAL PARTNERS LLC | 05-08-2024 | 03-31-2024 | 167 | 148,309,467 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | GLOBAL ENERG ETF | 151 | $384,406 | 8,918 | 0.00 | 0.00 | 207 | 2.38 | 03-31-2024 |
| CHEVRON CORP NEW | COM | 152 | $384,004 | 2,418 | 0.00 | 0.00 | 314 | 14.92 | 03-31-2024 |
| TWILIO INC | CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | -505 | -9.06 | 03-31-2024 |
| ISHARES TR | GLB CNSM STP ETF | 154 | $371,952 | 6,031 | 0.00 | 0.00 | 769 | 14.61 | 03-31-2024 |
