Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FOX HILL WEALTH MANAGEMENT | 04-17-2024 | 12-31-2023 | 138 | 130,353,487 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ENTERGY CORP NEW | COM | 51 | $1,058,351 | 10,015 | 0.00 | 10,015 | +Inf | 03-31-2024 | |
| ALPHABET INC | CAP STK CL A | 52 | $941,803 | 6,240 | 0.00 | 6,240 | +Inf | 03-31-2024 | |
| ISHARES TR | GLB INFRASTR ETF | 53 | $820,871 | 17,238 | 0.00 | 17,238 | +Inf | 03-31-2024 | |
| TESLA INC | COM | 54 | $799,609 | 3,218 | 0.00 | 3,218 | +Inf | 12-31-2023 |
