Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CARMICHAEL HILL & ASSOCIATES INC | 04-24-2024 | 03-31-2024 | 763 | 252,827,698 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| EATON CORP PLC | CALL | 351 | $62,536 | 200 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | S&P MC 400VL ETF | 352 | $61,118 | 517 | 0.00 | 0.00 | -150 | -22.49 | 03-31-2024 |
| MARKEL GROUP INC | COM | 353 | $60,860 | 40 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| PIMCO ETF TR | 0-5 HIGH YIELD | 354 | $60,669 | 649 | 0.00 | 0.00 | -314 | -32.61 | 03-31-2024 |
