Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SEACREST WEALTH MANAGEMENT LLC | 04-18-2024 | 03-31-2024 | 603 | 817,994,767 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FORD MTR CO DEL | COM | 251 | $801,013 | 60,317 | 0.00 | 0.00 | -15,311 | -20.25 | 03-31-2024 |
| FREEPORT-MCMORAN INC | CL B | 252 | $800,233 | 17,019 | 0.00 | 0.00 | -2,184 | -11.37 | 03-31-2024 |
| ZIMMER BIOMET HOLDINGS INC | COM | 253 | $792,296 | 6,003 | 0.00 | 0.00 | -685 | -10.24 | 03-31-2024 |
| ISHARES TR | INVT GRD CORP BD | 254 | $791,100 | 27,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
