Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| EAGLE BAY ADVISORS LLC | 05-08-2024 | 03-31-2024 | 974 | 158,618,632 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PFIZER INC | Equities | Liquidated | $0 | 0 | 0.00 | 0.00 | -880 | -12.97 | 03-31-2024 |
| iShares Morningstar Mid-Cap Growth ETF (IMCG) | ETF | 402 | $169,632 | 2,400 | 0.00 | 2,400 | +Inf | 03-31-2024 | |
| BOEING CO | Equities | Liquidated | $0 | 0 | 0.00 | 0.00 | 200 | 44.54 | 03-31-2024 |
| RAYMOND JAMES FINL INC COM | Equities | Liquidated | $0 | 0 | 0.00 | 0.00 | 779 | 106.42 | 03-31-2024 |
