Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RANCH CAPITAL ADVISORS INC | 02-14-2024 | 12-31-2023 | 146 | 160,416,880 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | PFD AND INCM SEC | 151 | $433,332 | 13,893 | 0.00 | 0.00 | -1,008 | -6.76 | 12-31-2023 |
| PALO ALTO NETWORKS INC | COM | 152 | $429,640 | 1,457 | 0.00 | 1,457 | +Inf | 12-31-2023 | |
| ISHARES TR | IBONDS DEC2026 | 153 | $425,739 | 17,813 | 0.00 | 0.00 | -102 | -0.57 | 12-31-2023 |
| PRUDENTIAL FINL INC | COM | 154 | $424,800 | 4,096 | 0.00 | 0.00 | -21 | -0.51 | 12-31-2023 |
