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 |
|---|---|---|---|---|---|---|---|---|---|
| HARTFORD FINL SVCS GROUP INC | COM | 401 | $37,613 | 365 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| MDU RES GROUP INC | COM | 402 | $37,170 | 1,475 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | U.S. ENERGY ETF | 403 | $36,556 | 740 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ENPHASE ENERGY INC | COM | 404 | $36,536 | 302 | 0.00 | 0.00 | 100 | 49.50 | 03-31-2024 |
