Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CARMEL CAPITAL PARTNERS LLC | 04-25-2024 | 03-31-2024 | 158 | 241,875,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| TPG INC | COM CL A | Liquidated | $0 | 0 | 0.00 | 3,070 | +Inf | 03-31-2024 | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | Liquidated | $0 | 0 | 0.00 | 235 | +Inf | 03-31-2024 | |
| INTUITIVE SURGICAL INC | COM NEW | Liquidated | $0 | 0 | 0.00 | 315 | +Inf | 03-31-2024 | |
| BLACKROCK HEALTH SCIENCES TE | COM SHS | Liquidated | $0 | 0 | 0.00 | 6,375 | +Inf | 03-31-2024 |
