Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LATITUDE ADVISORS LLC | 04-25-2024 | 03-31-2024 | 182 | 159,936,474 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DUKE ENERGY CORP NEW | COM NEW | 201 | $385,583 | 3,987 | 0.00 | 0.00 | -211 | -5.03 | 03-31-2024 |
| PROSHARES TR | S&P 500 DV ARIST | 202 | $384,688 | 3,793 | 0.00 | 0.00 | -345 | -8.34 | 03-31-2024 |
| COCA COLA CO | COM | 203 | $378,390 | 6,185 | 0.00 | 0.00 | -209 | -3.27 | 03-31-2024 |
| VANGUARD INDEX FDS | GROWTH ETF | 204 | $377,932 | 1,098 | 0.00 | 0.00 | -291 | -20.95 | 03-31-2024 |
