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 |
|---|---|---|---|---|---|---|---|---|---|
| MCKESSON CORP | COM | 601 | $8,053 | 15 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | 0-5YR HI YL CP | 602 | $8,042 | 189 | 0.00 | 0.00 | -161 | -46.00 | 03-31-2024 |
| CROWDSTRIKE HLDGS INC | CL A | 603 | $8,015 | 25 | 0.00 | 0.00 | -19 | -43.18 | 03-31-2024 |
| YUM CHINA HLDGS INC | COM | 604 | $7,839 | 197 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
