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 |
|---|---|---|---|---|---|---|---|---|---|
| AIRBNB INC | COM CL A | 501 | $14,556 | 96 | 0.00 | 96 | +Inf | 06-30-2024 | |
| WALGREENS BOOTS ALLIANCE INC | COM | 502 | $14,504 | 1,199 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| NEXTERA ENERGY INC | COM | 503 | $14,392 | 203 | 0.00 | 0.00 | 1 | 0.50 | 06-30-2024 |
| DOCUSIGN INC | COM | 504 | $14,383 | 269 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
