Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ONYX BRIDGE WEALTH GROUP LLC | 01-31-2024 | 12-31-2023 | 251 | 495,584,391 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NEXTERA ENERGY INC | COM | 251 | $310,418 | 5,111 | 0.00 | 0.00 | -293 | -5.42 | 12-31-2023 |
| ATLASSIAN CORPORATION | CL A | 252 | $303,034 | 1,274 | 0.00 | 1,274 | +Inf | 12-31-2023 | |
| WALMART INC | COM | 253 | $291,876 | 1,851 | 0.00 | 0.00 | -130 | -6.56 | 12-31-2023 |
| SPDR SER TR | BLOOMBERG 1-3 MO | 254 | $287,513 | 3,146 | 0.00 | 0.00 | 307 | 10.81 | 12-31-2023 |
