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 |
|---|---|---|---|---|---|---|---|---|---|
| CITIGROUP INC COM NEW | Stock | 301 | $6,956 | 110 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| FORD MTR CO DEL COM | Stock | 302 | $6,640 | 500 | 0.00 | 0.00 | -2,000 | -80.00 | 03-31-2024 |
| OCCIDENTAL PETE CORP COM | Stock | 303 | $6,499 | 100 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| NATWEST GROUP PLC SPONS ADR | ADR | 304 | $5,955 | 973 | 0.00 | 973 | +Inf | 06-30-2023 |
