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 |
|---|---|---|---|---|---|---|---|---|---|
| EDITAS MEDICINE INC | COM | 451 | $18,680 | 4,000 | 0.00 | 4,000 | +Inf | 06-30-2024 | |
| JUMIA TECHNOLOGIES AG | SPONSORED ADS | 452 | $18,046 | 2,571 | 0.00 | 0.00 | 1,001 | 63.76 | 06-30-2024 |
| KINDER MORGAN INC DEL | COM | 453 | $18,022 | 907 | 0.00 | 0.00 | 907 | +Inf | 06-30-2024 |
| PLAINS ALL AMERN PIPELINE L | UNIT LTD PARTN | 454 | $17,860 | 1,000 | 0.00 | 1,000 | +Inf | 06-30-2024 |
