Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
ACTIVEST WEALTH MANAGEMENT 07-30-2024 06-30-2024 711 303,928,992
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ARM HOLDINGS PLC SPONSORED ADS 1051 $0 0 0.00 0 NaN 06-30-2024
COMPANHIA SIDERURGICA NACION SPONSORED ADR 1052 $0 0 0.00 0 NaN 06-30-2024
ASTRAZENECA PLC SPONSORED ADR 1053 $0 0 0.00 0.00 0 NaN 06-30-2024
ARM HOLDINGS PLC SPONSORED ADR Liquidated $0 0 0.00 0 NaN 06-30-2024
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