Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LAKE STREET PRIVATE WEALTH LLC | 04-19-2024 | 03-31-2024 | 315 | 724,401,080 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| LINDE PLC | SHS | 151 | $1,426,855 | 3,073 | 0.00 | 0.00 | -20 | -0.65 | 03-31-2024 |
| INTEL CORP COM | COM | 152 | $1,422,331 | 32,201 | 0.00 | 0.00 | -833 | -2.52 | 03-31-2024 |
| COLUMBIA ETF TR I | MULTI SEC MUNI | 153 | $1,386,906 | 67,130 | 0.00 | 0.00 | 1,007 | 1.52 | 03-31-2024 |
| ISHARES TR | U.S. TECH ETF | 154 | $1,359,109 | 10,063 | 0.00 | 0.00 | 140 | 1.41 | 03-31-2024 |
