Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SAFEGUARD FINANCIAL LLC | 01-30-2024 | 12-31-2023 | 79 | 264,101,217 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FREEPORT-MCMORAN INC | Stock | Liquidated | $0 | 0 | 0.01 | 500 | +Inf | 12-31-2023 | |
| VANGUARD LARGE CAP ETF | ETF | Liquidated | $0 | 0 | 0.01 | 99 | +Inf | 12-31-2023 | |
| TYLER TECHNOLOGIES | Stock | Liquidated | $0 | 0 | 0.01 | 47 | +Inf | 12-31-2023 | |
| PAYLOCITY HLDG CORP | Stock | Liquidated | $0 | 0 | 0.01 | 103 | +Inf | 12-31-2023 |
