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 |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR EXCH TRADED FD III | MUNI HI INCM ETF | 401 | $49,530 | 1,028 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| KRAFT HEINZ CO | COM | 402 | $49,446 | 1,340 | 0.00 | 0.00 | 100 | 8.06 | 03-31-2024 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL UTL | 403 | $49,064 | 867 | 0.00 | 0.00 | -273 | -23.95 | 03-31-2024 |
| SIMON PPTY GROUP INC NEW | COM | 404 | $48,587 | 310 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
