Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SANDBOX FINANCIAL PARTNERS LLC | 04-15-2024 | 03-31-2024 | 97 | 238,083,815 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CSW INDUSTRIALS INC | COM | 201 | $234,600 | 1,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ARISTA NETWORKS INC | COM | 202 | $231,666 | 799 | 0.00 | 799 | +Inf | 03-31-2024 | |
| FIRST TR EXCHANGE-TRADED FD | NAS CLNEDG GREEN | Liquidated | $0 | 0 | 0.00 | 5,470 | +Inf | 03-31-2024 | |
| ISHARES TR | U.S. MED DVC ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,443 | -25.48 | 03-31-2024 |
