Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| XML FINANCIAL LLC | 05-15-2024 | 03-31-2024 | 340 | 976,536,337 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | S&P REGL BKG | 351 | $274,124 | 5,452 | 0.00 | 0.00 | 3 | 0.06 | 03-31-2024 |
| BP PLC | SPONSORED ADR | Liquidated | $0 | 0 | 0.00 | 0.00 | -991 | -11.41 | 03-31-2024 |
| GLOBAL PMTS INC | COM | 353 | $270,662 | 2,025 | 0.00 | 0.00 | -25 | -1.22 | 03-31-2024 |
| ISHARES GOLD TR | ISHARES NEW | 354 | $265,545 | 6,321 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
