Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
SAGE MOUNTAIN ADVISORS LLC 04-23-2024 03-31-2024 408 962,170,954
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
TARGET CORP COM 301 $525,605 2,966 0.00 0.00 1,517 104.69 03-31-2024
ILLINOIS TOOL WKS INC COM 302 $524,853 1,956 0.00 0.00 516 35.83 03-31-2024
AMERICAN INTL GROUP INC COM NEW 303 $523,739 6,700 0.00 0.00 148 2.26 03-31-2024
AUTOMATIC DATA PROCESSING IN COM 304 $523,705 2,097 0.00 0.00 63 3.10 03-31-2024
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