Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SAGE MOUNTAIN ADVISORS LLC | 04-23-2024 | 03-31-2024 | 408 | 962,170,954 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD WORLD FD | MEGA GRWTH IND | 151 | $995,543 | 3,474 | 0.00 | 0.00 | -151 | -4.17 | 03-31-2024 |
| LOWES COS INC | COM | 152 | $985,823 | 3,870 | 0.00 | 0.00 | 487 | 14.40 | 03-31-2024 |
| FIRST TR EXCHANGE-TRADED FD | DORSEY WRT 5 ETF | 153 | $975,085 | 17,038 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| COCA COLA CO | COM | 154 | $969,624 | 15,849 | 0.00 | 0.00 | 193 | 1.23 | 03-31-2024 |
