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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | LONG TERM TREAS | 801 | $2,133 | 36 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| STERICYCLE INC | COM | 802 | $2,110 | 40 | 0.00 | 0.00 | 20 | 100.00 | 03-31-2024 |
| WISDOMTREE TR | ARTIFICIAL INTEL | 803 | $2,077 | 100 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| BIO RAD LABS INC | CL A | 804 | $2,075 | 6 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
