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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 301 | $45,324 | 629 | 0.00 | 629 | +Inf | 06-30-2024 | |
| ELI LILLY & CO | COM | 302 | $45,269 | 50 | 0.00 | 50 | +Inf | 06-30-2024 | |
| CROWDSTRIKE HLDGS INC | CL A | 303 | $43,684 | 114 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| DESPEGAR COM CORP | ORD SHS | 304 | $43,500 | 3,288 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
