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 |
|---|---|---|---|---|---|---|---|---|---|
| EXPONENT INC | COM | 1251 | $0 | 0 | 0.00 | 0 | NaN | 06-30-2024 | |
| EVERSOURCE ENERGY | COM | 1252 | $0 | 0 | 0.00 | 0 | NaN | 06-30-2024 | |
| ASPEN TECHNOLOGY INC | COM | 1253 | $0 | 0 | 0.00 | 0 | NaN | 06-30-2024 | |
| DOMINION ENERGY INC | COM | 1254 | $0 | 0 | 0.00 | 0.00 | 0 | NaN | 06-30-2024 |
