Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SLOY DAHL & HOLST LLC | 01-30-2024 | 12-31-2023 | 89 | 487,376,239 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CHEVRON CORP NEW | COM | 51 | $589,481 | 3,952 | 0.00 | 0.00 | 400 | 11.26 | 12-31-2023 |
| WISDOMTREE TR | EUROPE HEDGED EQ | 52 | $586,188 | 13,680 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| META PLATFORMS INC | CL A | 53 | $565,275 | 1,597 | 0.00 | 0.00 | -165 | -9.36 | 12-31-2023 |
| ROBLOX CORP | CL A | 54 | $552,664 | 12,088 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
