Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CHECCHI CAPITAL ADVISERS LLC | 04-25-2024 | 03-31-2024 | 581 | 1,280,466,567 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| HEALTHPEAK PROPERTIES INC | COM | Liquidated | $0 | 0 | 0.02 | 0.03 | -2,018 | -17.42 | 12-31-2023 |
| ALLIANT ENERGY CORP | COM | Liquidated | $0 | 0 | 0.02 | 0.02 | 49 | 1.20 | 12-31-2023 |
| CANADIAN IMPERIAL BK COMM TO | COM | Liquidated | $0 | 0 | 0.02 | 0.02 | 330 | 7.12 | 12-31-2023 |
| VANGUARD SCOTTSDALE FDS | TOTAL CORP BND | 654 | $216,835 | 2,830 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
