Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SAGE MOUNTAIN ADVISORS LLC | 04-23-2024 | 03-31-2024 | 408 | 962,170,954 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AIR PRODS & CHEMS INC | COM | 401 | $387,632 | 1,600 | 0.00 | 0.00 | 28 | 1.78 | 03-31-2024 |
| PFIZER INC | COM | 402 | $383,422 | 13,817 | 0.00 | 0.00 | -3,091 | -18.28 | 03-31-2024 |
| SCHLUMBERGER LTD | COM STK | 403 | $383,177 | 6,991 | 0.00 | 0.00 | 560 | 8.71 | 03-31-2024 |
| PALO ALTO NETWORKS INC | COM | 404 | $382,439 | 1,346 | 0.00 | 0.00 | 62 | 4.83 | 03-31-2024 |
