Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SEACREST WEALTH MANAGEMENT LLC | 04-18-2024 | 03-31-2024 | 603 | 817,994,767 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL HLT | 401 | $513,602 | 16,156 | 0.00 | 0.00 | 4 | 0.02 | 03-31-2024 |
| DECKERS OUTDOOR CORP | COM | 402 | $508,280 | 540 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | CORE S&P SCP ETF | 403 | $506,480 | 4,583 | 0.00 | 0.00 | 187 | 4.25 | 03-31-2024 |
| BORGWARNER INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -2,747 | -16.04 | 03-31-2024 |
