Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
BRISTLECONE ADVISORS LLC 04-19-2024 03-31-2024 270 1,136,870,711
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
UBER TECHNOLOGIES INC COM 51 $5,018,902 65,189 0.00 0.00 -5,144 -7.31 03-31-2024
GOLDMAN SACHS ETF TR ACES ULTRA SHR 52 $4,899,039 97,290 0.00 0.00 -7,727 -7.36 03-31-2024
DISNEY WALT CO COM 53 $4,839,893 39,555 0.00 0.00 667 1.72 03-31-2024
VEEVA SYS INC CL A COM 54 $4,745,938 20,484 0.00 0.00 1,037 5.33 03-31-2024
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