Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SKYOAK WEALTH LLC | 04-29-2024 | 03-31-2024 | 249 | 417,917,399 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NEXTERA ENERGY INC | COM | 51 | $2,574,529 | 40,284 | 0.00 | 0.00 | -102 | -0.25 | 03-31-2024 |
| AMERICAN CENTY ETF TR | FOCUSED LRG CAP | 52 | $2,569,486 | 39,551 | 0.00 | 0.00 | 20,082 | 103.15 | 03-31-2024 |
| STARWOOD PPTY TR INC | COM | 53 | $2,556,640 | 125,757 | 0.00 | 0.00 | -4,311 | -3.31 | 03-31-2024 |
| LANTHEUS HLDGS INC | COM | 54 | $2,549,039 | 40,955 | 0.00 | 0.00 | 10,000 | 32.30 | 03-31-2024 |
