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 |
|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO. | COM | 51 | $903,663 | 4,468 | 0.00 | 0.00 | 4,431 | 11975.68 | 06-30-2024 |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | 52 | $890,428 | 2,277 | 0.00 | 0.00 | 1,718 | 307.33 | 06-30-2024 |
| COINBASE GLOBAL INC | COM CL A | 53 | $842,474 | 3,791 | 0.00 | 3,791 | +Inf | 06-30-2024 | |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 54 | $808,765 | 14,269 | 0.00 | 0.00 | 6,863 | 92.67 | 06-30-2024 |
