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 |
|---|---|---|---|---|---|---|---|---|---|
| COHEN & STEERS TAX ADVAN PFD | COM | 151 | $147,910 | 7,451 | 0.00 | 7,451 | +Inf | 06-30-2024 | |
| BLACKROCK INC | COM | 152 | $146,897 | 187 | 0.00 | 0.00 | 178 | 1977.78 | 06-30-2024 |
| GRUPO FINANCIERO GALICIA S.A | SPONSORED ADR | 153 | $142,642 | 4,668 | 0.00 | 4,668 | +Inf | 06-30-2024 | |
| STARWOOD PPTY TR INC | COM | 154 | $140,445 | 7,415 | 0.00 | 7,415 | +Inf | 06-30-2024 |
