Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CUTLER GROUP LLC / CA | 04-19-2024 | 03-31-2024 | 2928 | 307,332,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | PRTFLO S&P500 VL | Liquidated | $0 | 0 | 0.06 | 13,490 | +Inf | 12-31-2023 | |
| BLACKSTONE INC | COM | Liquidated | $0 | 0 | 0.05 | 0.09 | -4,366 | -50.79 | 03-31-2024 |
| PRICE T ROWE GROUP INC | COM | Liquidated | $0 | 0 | 0.05 | 0.01 | 4,471 | 804.14 | 03-31-2024 |
| PALANTIR TECHNOLOGIES INC | CL A | 304 | $540,000 | 23,477 | 0.18 | 0.54 | -330,829 | -93.37 | 03-31-2024 |
