Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STEEL GROVE CAPITAL ADVISORS LLC | 05-15-2024 | 03-31-2024 | 217 | 751,137,054 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VISA INC | COM CL A | 201 | $917,801 | 3,289 | 0.00 | 0.00 | 372 | 12.75 | 03-31-2024 |
| VANGUARD INDEX FDS | SMALL CP ETF | 202 | $906,393 | 3,965 | 0.00 | 0.00 | -251 | -5.95 | 03-31-2024 |
| ABBVIE INC | COM | 203 | $903,762 | 4,963 | 0.00 | 0.00 | 1,895 | 61.77 | 03-31-2024 |
| JOHNSON & JOHNSON | COM | 204 | $893,220 | 5,647 | 0.00 | 0.00 | 2,487 | 78.70 | 03-31-2024 |
