Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ARCHFORD CAPITAL STRATEGIES LLC | 04-24-2024 | 03-31-2024 | 259 | 595,684,455 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CHEVRON CORP NEW COM | COM | 201 | $1,678,824 | 10,643 | 0.00 | 0.00 | 235 | 2.26 | 03-31-2024 |
| ISHARES IBONDS DEC 2028 TERM CORPORATE ETF | ISHARES TR | Liquidated | $0 | 0 | 0.00 | 69,660 | +Inf | 12-31-2023 | |
| AIR PRODS & CHEMS INC COM | COM | 203 | $1,645,271 | 6,791 | 0.00 | 0.00 | -62 | -0.90 | 03-31-2024 |
| MERCK & CO INC COM | COM | 204 | $1,629,978 | 12,353 | 0.00 | 0.00 | 104 | 0.85 | 03-31-2024 |
