Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SAGE MOUNTAIN ADVISORS LLC | 04-23-2024 | 03-31-2024 | 408 | 962,170,954 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ALTRIA GROUP INC | COM | 601 | $250,815 | 5,750 | 0.00 | 5,750 | +Inf | 03-31-2024 | |
| WASTE MGMT INC DEL | COM | 602 | $249,599 | 1,171 | 0.00 | 0.00 | -281 | -19.35 | 03-31-2024 |
| WELLTOWER INC | COM | 603 | $249,220 | 2,667 | 0.00 | 0.00 | 125 | 4.92 | 03-31-2024 |
| CAPITAL ONE FINL CORP | COM | 604 | $248,944 | 1,672 | 0.00 | 1,672 | +Inf | 03-31-2024 |
