Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ACIMA PRIVATE WEALTH LLC | 02-28-2024 | 12-31-2023 | 240 | 256,126,990 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO TOTAL RETURN BOND ETF | ETF | 1 | $11,444,929 | 242,272 | 0.00 | 242,272 | +Inf | 12-31-2023 | |
| PIMCO ACTIVE BOND ETF | ETF | 2 | $11,416,281 | 123,486 | 0.00 | 123,486 | +Inf | 12-31-2023 | |
| JPMORGAN CORE PLUS BOND ETF | ETF | 3 | $11,409,684 | 242,321 | 0.00 | 242,321 | +Inf | 12-31-2023 | |
| APPLE INC COM | Stock | 4 | $8,440,515 | 43,840 | 0.00 | 2.93 | -1,277 | -2.83 | 12-31-2023 |
