Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CARMICHAEL HILL & ASSOCIATES INC | 04-24-2024 | 03-31-2024 | 763 | 252,827,698 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INTERNATIONAL BUSINESS MACHS | CALL | 451 | $38,192 | 200 | 0.00 | 200 | +Inf | 03-31-2024 | |
| WISDOMTREE TR | INTL SMCAP DIV | 452 | $38,095 | 584 | 0.00 | 0.00 | 4 | 0.69 | 03-31-2024 |
| INVESCO EXCH TRADED FD TR II | VAR RATE PFD | 453 | $38,032 | 1,600 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| CITIGROUP INC | CALL | 454 | $37,944 | 600 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
