Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| IRON HORSE WEALTH MANAGEMENT LLC | 04-17-2024 | 03-31-2024 | 471 | 252,993,517 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ELECTRONIC ARTS INC | COM | 301 | $6,368 | 48 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| GOLDEN OCEAN GROUP LTD | SHS NEW | Liquidated | $0 | 0 | 0.00 | 0.00 | -200 | -23.53 | 03-31-2024 |
| ISHARES TR | S&P 100 ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| CISCO SYS INC | COM | 304 | $6,189 | 124 | 0.00 | 0.00 | -60 | -32.61 | 03-31-2024 |
