Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| C2C WEALTH MANAGEMENT LLC | 04-29-2024 | 03-31-2024 | 85 | 100,811,673 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CARRIER GLOBAL CORPORATION | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 25 | 0.10 | 03-31-2024 |
| ETF MANAGERS TR | PRIME CYBR SCRTY | Liquidated | $0 | 0 | 0.00 | 0.00 | 666 | 2.77 | 03-31-2024 |
| MATERION CORP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -615 | -5.64 | 03-31-2024 |
| SCHWAB CHARLES CORP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 35 | 0.17 | 03-31-2024 |
