Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STEEL GROVE CAPITAL ADVISORS LLC | 05-15-2024 | 03-31-2024 | 217 | 751,137,054 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AMGEN INC | COM | 301 | $364,784 | 1,283 | 0.00 | 0.00 | 300 | 30.52 | 03-31-2024 |
| JUNIPER NETWORKS INC | COM | 302 | $364,115 | 9,825 | 0.00 | 9,825 | +Inf | 03-31-2024 | |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 303 | $364,014 | 4,748 | 0.00 | 0.00 | -655 | -12.12 | 03-31-2024 |
| ISHARES TR | S&P 100 ETF | 304 | $359,982 | 1,455 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
