Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| COASTAL BRIDGE ADVISORS LLC | 02-15-2024 | 12-31-2023 | 177 | 390,295,503 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P TTL STK | 251 | $226,771 | 2,155 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| SALESFORCE INC | COM | 252 | $226,564 | 861 | 0.00 | 0.00 | -236 | -21.51 | 12-31-2023 |
| ISHARES SILVER TR | ISHARES | 253 | $224,138 | 10,291 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| FORD MTR CO DEL | COM | 254 | $223,398 | 18,326 | 0.00 | 0.00 | 41 | 0.22 | 12-31-2023 |
