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 |
|---|---|---|---|---|---|---|---|---|---|
| EXTRA SPACE STORAGE INC COM | COM | Liquidated | $0 | 0 | 0.00 | 3,348 | +Inf | 12-31-2023 | |
| AMAZON COM INC COM | COM | 252 | $404,356 | 2,234 | 0.00 | 0.00 | -284 | -11.28 | 03-31-2024 |
| FIDELITY DIVIDEND ETF FOR RISING RATES | ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 89 | 0.99 | 03-31-2024 |
| FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF | ETF | 254 | $398,233 | 16,368 | 0.00 | 16,368 | +Inf | 03-31-2024 |
