Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CUTLER GROUP LLC / CA | 04-19-2024 | 03-31-2024 | 2928 | 307,332,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CANADIAN IMPERIAL BK COMM TO | COM | Liquidated | $0 | 0 | 0.02 | 5,348 | +Inf | 12-31-2023 | |
| BRISTOL-MYERS SQUIBB CO | COM | 702 | $206,000 | 3,811 | 0.07 | 0.07 | -12,173 | -76.16 | 03-31-2024 |
| SPDR SER TR | PORTFOLI S&P1500 | 703 | $205,000 | 3,200 | 0.07 | 3,200 | +Inf | 03-31-2024 | |
| ALLSTATE CORP | COM | 704 | $205,000 | 1,187 | 0.07 | 0.14 | -10,297 | -89.66 | 03-31-2024 |
