Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SANDBOX FINANCIAL PARTNERS LLC | 04-15-2024 | 03-31-2024 | 97 | 238,083,815 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 151 | $301,379 | 4,165 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| LOCKHEED MARTIN CORP | COM | 152 | $298,421 | 656 | 0.00 | 0.00 | 212 | 47.75 | 03-31-2024 |
| ADOBE INC | COM | 153 | $293,420 | 581 | 0.00 | 0.00 | 75 | 14.82 | 03-31-2024 |
| NOVO-NORDISK A S | ADR | 154 | $286,995 | 2,235 | 0.00 | 2,235 | +Inf | 03-31-2024 |
