Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KEEL POINT LLC | 04-16-2024 | 03-31-2024 | 388 | 966,836,703 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| LOWES COS INC | COM | 201 | $1,145,742 | 4,498 | 0.00 | 0.00 | 130 | 2.98 | 03-31-2024 |
| ADOBE INC | COM | 202 | $1,140,901 | 2,261 | 0.00 | 0.00 | 35 | 1.57 | 03-31-2024 |
| ABBVIE INC | COM | 203 | $1,137,046 | 6,244 | 0.00 | 0.00 | 445 | 7.67 | 03-31-2024 |
| CISCO SYS INC | COM | 204 | $1,117,263 | 22,386 | 0.00 | 0.00 | 3,553 | 18.87 | 03-31-2024 |
