Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CALTON & ASSOCIATES INC | 04-16-2024 | 03-31-2024 | 189 | 205,216,987 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PALO ALTO NETWORKS INC | COM | Liquidated | $0 | 0 | 0.00 | 1,043 | +Inf | 12-31-2023 | |
| APPLIED MATLS INC | COM | 452 | $243,303 | 1,180 | 0.00 | 1,180 | +Inf | 03-31-2024 | |
| DUKE ENERGY CORP NEW | COM NEW | Liquidated | $0 | 0 | 0.00 | 0.00 | -222 | -8.15 | 03-31-2024 |
| MITSUBISHI UFJ FINL GROUP IN | SPONSORED ADS | Liquidated | $0 | 0 | 0.00 | 28,125 | +Inf | 03-31-2024 |
