Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| COASTWISE CAPITAL GROUP LLC | 05-14-2024 | 03-31-2024 | 122 | 107,872,688 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| HOME DEPOT INC | COM | 51 | $600,181 | 1,565 | 0.00 | 0.00 | -210 | -11.83 | 03-31-2024 |
| MERCK & CO INC | COM | 52 | $596,642 | 4,522 | 0.00 | 0.00 | 356 | 8.55 | 03-31-2024 |
| 3M CO | COM | 53 | $594,451 | 5,604 | 0.00 | 0.00 | -407 | -6.77 | 03-31-2024 |
| GENERAL MTRS CO | COM | 54 | $594,117 | 13,101 | 0.00 | 0.00 | -5,457 | -29.41 | 03-31-2024 |
