Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MACROVIEW INVESTMENT MANAGEMENT LLC | 04-29-2024 | 03-31-2024 | 636 | 90,973,402 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ORACLE CORP | COM | 51 | $582,244 | 4,635 | 0.00 | 0.00 | -2,255 | -32.73 | 03-31-2024 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 52 | $582,110 | 3,188 | 0.00 | 0.00 | -56 | -1.73 | 03-31-2024 |
| ISHARES TR | RUS 1000 GRW ETF | 53 | $529,478 | 1,571 | 0.00 | 0.00 | 112 | 7.68 | 03-31-2024 |
| ISHARES TR | NATIONAL MUN ETF | 54 | $522,662 | 4,857 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
