Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TYCHE WEALTH PARTNERS LLC | 04-23-2024 | 03-31-2024 | 281 | 408,569,661 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PHILLIPS 66 | COM | 51 | $1,657,574 | 10,148 | 0.00 | 0.00 | -5,572 | -35.45 | 03-31-2024 |
| BLACKROCK INC | COM | 52 | $1,646,610 | 1,975 | 0.00 | 0.00 | -861 | -30.36 | 03-31-2024 |
| SPDR GOLD TR | GOLD SHS | 53 | $1,612,022 | 7,836 | 0.00 | 0.00 | -1,315 | -14.37 | 03-31-2024 |
| PALO ALTO NETWORKS INC | COM | 54 | $1,557,413 | 5,481 | 0.00 | 0.00 | 3,052 | 125.65 | 03-31-2024 |
