Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SAGE MOUNTAIN ADVISORS LLC | 04-23-2024 | 03-31-2024 | 408 | 962,170,954 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PARKER-HANNIFIN CORP | COM | 451 | $344,043 | 619 | 0.00 | 0.00 | -50 | -7.47 | 03-31-2024 |
| SOUTHERN CO | COM | 452 | $342,067 | 4,768 | 0.00 | 0.00 | -340 | -6.66 | 03-31-2024 |
| FIDELITY WISE ORIGIN BITCOIN | SHS | 453 | $341,516 | 5,503 | 0.00 | 5,503 | +Inf | 03-31-2024 | |
| JANUS INTERNATIONAL GROUP IN | COMMON STOCK | 454 | $336,037 | 22,210 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
