Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STERLING MANOR FINANCIAL LLC | 04-23-2024 | 03-31-2024 | 26 | 133,164,933 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INTERNATIONAL BUSINESS MACHS | COM | 151 | $263,716 | 1,381 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| JPMORGAN CHASE & CO | COM | 152 | $263,595 | 1,316 | 0.00 | 1,316 | +Inf | 03-31-2024 | |
| BLACKROCK ETF TRUST | US CARBON TRANS | 153 | $260,469 | 4,537 | 0.00 | 4,537 | +Inf | 03-31-2024 | |
| FIRST TR EXCHANGE-TRADED FD | NASDAQ BUYWRITE | 154 | $232,554 | 11,322 | 0.00 | 11,322 | +Inf | 03-31-2024 |
