Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
BRISTLECONE ADVISORS LLC | 04-19-2024 | 03-31-2024 | 270 | 1,136,870,711 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
TJX COS INC NEW | COM | 201 | $494,930 | 4,880 | 0.00 | 0.00 | -108 | -2.17 | 03-31-2024 |
SELECT SECTOR SPDR TR | ENERGY | 202 | $493,759 | 5,230 | 0.00 | 0.00 | -381 | -6.79 | 03-31-2024 |
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 203 | $475,903 | 3,498 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WELLS FARGO CO NEW | COM | 204 | $475,157 | 8,198 | 0.00 | 0.00 | -2,936 | -26.37 | 03-31-2024 |