Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SKYOAK WEALTH LLC | 04-29-2024 | 03-31-2024 | 249 | 417,917,399 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CROWDSTRIKE HLDGS INC | CL A | 301 | $263,846 | 823 | 0.00 | 0.00 | -1,960 | -70.43 | 03-31-2024 |
| INGLES MKTS INC | CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | -125 | -3.94 | 03-31-2024 |
| ISHARES TR | S&P 500 GRWT ETF | 303 | $258,724 | 3,064 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| KADANT INC | COM | 304 | $257,230 | 784 | 0.00 | 784 | +Inf | 03-31-2024 |
