Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ARKFELD WEALTH STRATEGIES LLC | 04-15-2024 | 03-31-2024 | 90 | 182,407,332 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INTERNATIONAL BUSINESS MACHS | COM | 51 | $1,116,688 | 6,002 | 0.00 | 0.00 | 1,303 | 27.73 | 03-31-2024 |
| COCA-COLA FEMSA SAB DE CV | SPONSORD ADR REP | 52 | $1,027,330 | 10,968 | 0.00 | 0.00 | -304 | -2.70 | 03-31-2024 |
| SCHWAB STRATEGIC TR | SHT TM US TRES | 53 | $1,024,700 | 21,433 | 0.00 | 0.00 | -4,489 | -17.32 | 03-31-2024 |
| DOLLAR GEN CORP NEW | COM | 54 | $949,988 | 6,144 | 0.00 | 0.00 | 2 | 0.03 | 03-31-2024 |
