Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SAGE MOUNTAIN ADVISORS LLC | 04-23-2024 | 03-31-2024 | 408 | 962,170,954 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VALUE ETF | 51 | $3,132,824 | 19,236 | 0.00 | 0.00 | 1,119 | 6.18 | 03-31-2024 |
| MERCK & CO INC | COM | 52 | $3,124,180 | 23,677 | 0.00 | 0.00 | 2,432 | 11.45 | 03-31-2024 |
| PINNACLE FINL PARTNERS INC | COM | 53 | $3,100,182 | 36,099 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| TESLA INC | COM | 54 | $3,043,628 | 17,314 | 0.00 | 0.00 | -342 | -1.94 | 03-31-2024 |
