Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RANCH CAPITAL ADVISORS INC | 02-14-2024 | 12-31-2023 | 146 | 160,416,880 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BLACKROCK MUNIVEST FD INC | COM | 351 | $79,494 | 11,165 | 0.00 | 0.00 | -4,114 | -26.93 | 12-31-2023 |
