Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
KEEL POINT LLC 04-16-2024 03-31-2024 388 966,836,703
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
BOEING CO COM 301 $588,041 3,047 0.00 0.00 1,434 88.90 03-31-2024
ISHARES TR U.S. REAL ES ETF 302 $580,484 6,457 0.00 0.00 -91 -1.39 03-31-2024
SELECT SECTOR SPDR TR SBI INT-UTILS 303 $579,952 8,834 0.00 0.00 508 6.10 03-31-2024
ISHARES TR S&P MC 400GR ETF 304 $578,605 6,341 0.00 6,341 +Inf 03-31-2024
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