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 |
|---|---|---|---|---|---|---|---|---|---|
| CHARTER COMMUNICATIONS INC | NEW CL A | 701 | $3,778 | 13 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | 0-5YR INVT GR CP | 702 | $3,692 | 75 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| DT MIDSTREAM INC | COMMON STOCK | 703 | $3,666 | 60 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES SILVER TR | ISHARES | 704 | $3,640 | 160 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
