Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| IRON HORSE WEALTH MANAGEMENT LLC | 04-17-2024 | 03-31-2024 | 471 | 252,993,517 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| LOUISIANA PAC CORP | COM | 401 | $3,189 | 38 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| OLO INC | CL A | Liquidated | $0 | 0 | 0.00 | 523 | +Inf | 12-31-2023 | |
| BROWN & BROWN INC | COM | 403 | $3,064 | 35 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| PRUDENTIAL FINL INC | COM | 404 | $3,052 | 26 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
