Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SEACREST WEALTH MANAGEMENT LLC | 04-18-2024 | 03-31-2024 | 603 | 817,994,767 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| IRON MTN INC DEL | COM | 351 | $582,629 | 7,264 | 0.00 | 0.00 | -270 | -3.58 | 03-31-2024 |
| ONEOK INC NEW | COM | 352 | $582,614 | 7,267 | 0.00 | 0.00 | -3,945 | -35.19 | 03-31-2024 |
| ISHARES S&P GSCI COMMODITY- | UNIT BEN INT | Liquidated | $0 | 0 | 0.00 | 0.00 | 1,814 | 6.79 | 03-31-2024 |
| DUKE ENERGY CORP NEW | COM NEW | 354 | $579,776 | 5,995 | 0.00 | 0.00 | -4,220 | -41.31 | 03-31-2024 |
