Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| COASTAL BRIDGE ADVISORS LLC | 02-15-2024 | 12-31-2023 | 177 | 390,295,503 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BOEING CO | COM | 51 | $1,764,553 | 6,770 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| NUVEEN FLOATING RATE INCOME | COM | 52 | $1,759,819 | 214,090 | 0.00 | 0.00 | 89,601 | 71.98 | 12-31-2023 |
| SPDR GOLD TR | GOLD SHS | 53 | $1,742,515 | 9,115 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| AMERICAN EXPRESS CO | COM | 54 | $1,655,983 | 8,839 | 0.00 | 0.00 | 12 | 0.14 | 12-31-2023 |
