Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SAGE MOUNTAIN ADVISORS LLC | 04-23-2024 | 03-31-2024 | 408 | 962,170,954 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INTUIT | COM | 251 | $612,305 | 942 | 0.00 | 0.00 | -24 | -2.48 | 03-31-2024 |
| ELEVANCE HEALTH INC | COM | 252 | $597,358 | 1,152 | 0.00 | 0.00 | 97 | 9.19 | 03-31-2024 |
| NEXTERA ENERGY INC | COM | 253 | $592,701 | 9,274 | 0.00 | 0.00 | 1,697 | 22.40 | 03-31-2024 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 254 | $591,157 | 4,886 | 0.00 | 0.00 | 2,516 | 106.16 | 03-31-2024 |
