Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LATITUDE ADVISORS LLC | 04-25-2024 | 03-31-2024 | 182 | 159,936,474 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | PORTFLI INTRMDIT | 51 | $1,022,983 | 36,302 | 0.00 | 36,302 | +Inf | 03-31-2024 | |
| ELI LILLY & CO | COM | 52 | $1,003,829 | 1,290 | 0.00 | 0.00 | 76 | 6.26 | 03-31-2024 |
| JPMORGAN CHASE & CO | COM | 53 | $1,002,447 | 5,005 | 0.00 | 0.00 | 259 | 5.46 | 03-31-2024 |
| CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 54 | $984,055 | 30,761 | 0.00 | 0.00 | 21,389 | 228.22 | 03-31-2024 |
