Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TRIUMPH CAPITAL MANAGEMENT | 04-25-2024 | 03-31-2024 | 225 | 245,268,897 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROWTH ETF | ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | -42 | -2.57 | 03-31-2024 |
| GSK PLC SPONSORED ADR | ADR | Liquidated | $0 | 0 | 0.00 | 0.00 | -155 | -1.18 | 03-31-2024 |
| FEDEX CORP COM | COM | 203 | $477,622 | 1,705 | 0.00 | 1,705 | +Inf | 03-31-2024 | |
| BLACK STONE MINERALS L P COM UNIT | COM | 204 | $476,843 | 29,636 | 0.00 | 29,636 | +Inf | 03-31-2024 |
