Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| IRON HORSE WEALTH MANAGEMENT LLC | 04-17-2024 | 03-31-2024 | 471 | 252,993,517 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| HEALTHPEAK PROPERTIES INC | COM | 151 | $18,750 | 1,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| FIRST TR EXCHANGE-TRADED FD | DJ INTERNT IDX | 152 | $18,458 | 90 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| META PLATFORMS INC | CL A | 153 | $18,452 | 38 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| BUNGE LIMITED | COM | Liquidated | $0 | 0 | 0.00 | 170 | +Inf | 12-31-2023 |
