Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LGL PARTNERS LLC | 04-30-2024 | 03-31-2024 | 103 | 596,990,620 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROWTH ETF | GROWTH ETF | 151 | $239,883 | 696 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| GRAYSCALE BITCOIN TRUST | SHS REP COM UT | 152 | $236,698 | 3,747 | 0.00 | 3,747 | +Inf | 03-31-2024 | |
| WALMART INC COM | COM | 153 | $229,789 | 3,819 | 0.00 | 0.00 | 2,466 | 182.26 | 03-31-2024 |
| KEYCORP COM | COM | 154 | $228,048 | 14,424 | 0.00 | 14,424 | +Inf | 03-31-2024 |
