Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| IRON HORSE WEALTH MANAGEMENT LLC | 04-17-2024 | 03-31-2024 | 471 | 252,993,517 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ROYAL CARIBBEAN GROUP | COM | 201 | $13,901 | 100 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| CONSTELLATION ENERGY CORP | COM | 202 | $13,864 | 75 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SPDR SER TR | BLOOMBERG HIGH Y | 203 | $13,328 | 140 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| GRAINGER W W INC | COM | 204 | $13,225 | 13 | 0.00 | 0.00 | 10 | 333.33 | 03-31-2024 |
