Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ACIMA PRIVATE WEALTH LLC | 05-14-2024 | 03-31-2024 | 198 | 271,234,373 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD MEGA CAP ETF | ETF | 201 | $39,243 | 210 | 0.00 | 0.00 | -28 | -11.76 | 03-31-2024 |
| NVIDIA CORPORATION COM | Stock | 202 | $37,046 | 41 | 0.00 | 0.00 | -1,000 | -96.06 | 03-31-2024 |
| DUKE ENERGY CORP NEW COM NEW | Stock | 203 | $35,589 | 368 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ELEVANCE HEALTH INC COM | Stock | 204 | $34,224 | 66 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
