Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SOLSTEIN CAPITAL LLC | 10-25-2023 | 09-30-2023 | 308 | 116,334,265 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | COM | 51 | $903,791 | 6,232 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| WALMART INC | COM | 52 | $887,132 | 5,547 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| ELI LILLY & CO | COM | 53 | $877,670 | 1,634 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| ISHARES TR | 20 YR TR BD ETF | 54 | $746,592 | 8,418 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
