Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CALDWELL SUTTER CAPITAL INC | 04-19-2024 | 03-31-2024 | 923 | 207,781,607 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCH TRADED FD TR II | TAXABLE MUN BD | 551 | $11,948 | 450 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES INC | MSCI TAIWAN ETF | 552 | $11,927 | 245 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| BOSTON SCIENTIFIC CORP | COM | 553 | $11,643 | 170 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | RUS MD CP GR ETF | 554 | $11,642 | 102 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
