Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RANCH CAPITAL ADVISORS INC | 05-13-2024 | 03-31-2024 | 154 | 185,064,098 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NUVEEN MUNICIPAL CREDIT INC | COM SH BEN INT | 201 | $303,946 | 24,832 | 0.00 | 0.00 | 3 | 0.01 | 03-31-2024 |
| MARATHON DIGITAL HOLDINGS IN | COM | 202 | $287,940 | 12,752 | 0.00 | 12,752 | +Inf | 03-31-2024 | |
| ALTRIA GROUP INC | COM | 203 | $286,052 | 6,505 | 0.00 | 0.00 | 2 | 0.03 | 03-31-2024 |
| BRISTOL-MYERS SQUIBB CO | COM | 204 | $280,911 | 5,180 | 0.00 | 0.00 | 3 | 0.06 | 03-31-2024 |
