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 |
|---|---|---|---|---|---|---|---|---|---|
| FOUR LEAF ACQUISITION CORP | UNIT 03/15/2028 | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| TOYOTA MOTOR CORP | ADS | 702 | $210,153 | 835 | 0.00 | 835 | +Inf | 03-31-2024 | |
| CITIGROUP INC | COM NEW | 703 | $209,957 | 3,320 | 0.00 | 3,320 | +Inf | 03-31-2024 | |
| ISHARES TR | SHRT NAT MUN ETF | 704 | $209,460 | 2,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
