Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CAVALIER INVESTMENTS LLC | 04-25-2024 | 03-31-2024 | 81 | 273,978,714 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | MSCI EAFE ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | -95,782 | -63.22 | 03-31-2024 |
| GLOBAL X FDS | NASDAQ 100 COVER | Liquidated | $0 | 0 | 0.00 | 0.00 | -340,226 | -57.63 | 12-31-2023 |
| ELI LILLY & CO | COM | 53 | $4,077,288 | 5,241 | 0.00 | 0.00 | 1,264 | 31.78 | 03-31-2024 |
| ISHARES TR | 20 YR TR BD ETF | 54 | $3,723,486 | 39,352 | 0.00 | 0.00 | -28,151 | -41.70 | 03-31-2024 |
