Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CARMICHAEL HILL & ASSOCIATES INC | 04-24-2024 | 03-31-2024 | 763 | 252,827,698 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CISCO SYS INC | COM | 51 | $1,242,826 | 24,901 | 0.00 | 0.00 | -18 | -0.07 | 03-31-2024 |
| ISHARES TR | CORE S&P MCP ETF | 52 | $1,227,252 | 20,205 | 0.00 | 0.00 | 16,097 | 391.85 | 03-31-2024 |
| ABBVIE INC | COM | 53 | $1,215,761 | 6,676 | 0.00 | 0.00 | 12 | 0.18 | 03-31-2024 |
| MARRIOTT INTL INC NEW | CL A | 54 | $1,174,549 | 4,655 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
