Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CHECCHI CAPITAL ADVISERS LLC | 04-25-2024 | 03-31-2024 | 581 | 1,280,466,567 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WISDOMTREE TR | INTL SMCAP DIV | 51 | $7,820,981 | 119,935 | 0.00 | 0.00 | -18,503 | -13.37 | 03-31-2024 |
| TESLA INC | COM | 52 | $7,795,408 | 44,345 | 0.00 | 0.00 | 215 | 0.49 | 03-31-2024 |
| JPMORGAN CHASE & CO | COM | 53 | $7,715,339 | 38,519 | 0.00 | 0.00 | 288 | 0.75 | 03-31-2024 |
| ALPHABET INC | CAP STK CL C | 54 | $7,495,455 | 49,228 | 0.00 | 0.00 | 430 | 0.88 | 03-31-2024 |
