Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CALDWELL SUTTER CAPITAL INC | 04-19-2024 | 03-31-2024 | 923 | 207,781,607 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ALPS ETF TR | ALERIAN MLP | 351 | $53,962 | 1,137 | 0.00 | 0.00 | -629 | -35.62 | 03-31-2024 |
| VANGUARD INDEX FDS | SML CP GRW ETF | 352 | $53,187 | 204 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | CORE S&P TTL STK | 353 | $53,038 | 460 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SPDR SER TR | S&P METALS MNG | 354 | $52,805 | 876 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
