Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SKYOAK WEALTH LLC | 04-29-2024 | 03-31-2024 | 249 | 417,917,399 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BUCKLE INC | COM | Liquidated | $0 | 0 | 0.00 | 7,820 | +Inf | 03-31-2024 | |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | 202 | $370,844 | 2,017 | 0.00 | 0.00 | -46 | -2.23 | 03-31-2024 |
| ENTERPRISE PRODS PARTNERS L | COM | 203 | $369,944 | 12,678 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| PFIZER INC | COM | 204 | $363,835 | 13,111 | 0.00 | 0.00 | -2,098 | -13.79 | 03-31-2024 |
