Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MAGNUS FINANCIAL GROUP LLC | 05-03-2024 | 03-31-2024 | 314 | 842,954,497 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MICROSTRATEGY INC | CL A NEW | 151 | $923,872 | 542 | 0.00 | 542 | +Inf | 03-31-2024 | |
| COCA COLA CO | COM | 152 | $918,164 | 15,008 | 0.00 | 0.00 | 110 | 0.74 | 03-31-2024 |
| MORGAN STANLEY | COM NEW | 153 | $916,684 | 9,735 | 0.00 | 0.00 | 931 | 10.57 | 03-31-2024 |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | 154 | $907,743 | 13,827 | 0.00 | 0.00 | 2,949 | 27.11 | 03-31-2024 |
