Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CARMEL CAPITAL PARTNERS LLC | 04-25-2024 | 03-31-2024 | 158 | 241,875,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SELECT SECTOR SPDR TR | SBI CONS DISCR | Liquidated | $0 | 0 | 0.00 | 118 | +Inf | 03-31-2024 | |
| SPDR SER TR | S&P REGL BKG | Liquidated | $0 | 0 | 0.00 | 450 | +Inf | 03-31-2024 | |
| VANGUARD WORLD FD | ESG INTL STK ETF | Liquidated | $0 | 0 | 0.00 | 370 | +Inf | 03-31-2024 | |
| DECKERS OUTDOOR CORP | COM | Liquidated | $0 | 0 | 0.00 | 36 | +Inf | 03-31-2024 |
