Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TRIUMPH CAPITAL MANAGEMENT | 04-25-2024 | 03-31-2024 | 225 | 245,268,897 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR S&P MIDCAP 400 ETF TRUST | ETF | 51 | $1,302,198 | 2,357 | 0.00 | 0.00 | 818 | 53.15 | 03-31-2024 |
| FIRST TRUST DOW JONES GLOBAL SELECT DIVIDEND INDEX FUND | ETF | 52 | $1,293,370 | 57,254 | 0.00 | 0.00 | 23,663 | 70.44 | 03-31-2024 |
| KENVUE INC COM | COM | 53 | $1,281,578 | 60,366 | 0.00 | 0.00 | 8,240 | 15.81 | 03-31-2024 |
| SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | ETF | 54 | $1,240,836 | 19,382 | 0.00 | 0.00 | -4,360 | -18.36 | 03-31-2024 |
