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 |
|---|---|---|---|---|---|---|---|---|---|
| ARK ETF TR | NEXT GNRTN INTER | 551 | $11,783 | 151 | 0.00 | 0.00 | -1,235 | -89.11 | 06-30-2024 |
| ON SEMICONDUCTOR CORP | COM | 552 | $11,654 | 170 | 0.00 | 170 | +Inf | 06-30-2024 | |
| ISHARES TR | MSCI USA MIN VOL | 553 | $11,503 | 137 | 0.00 | 137 | +Inf | 06-30-2024 | |
| ISHARES TR | RUS MDCP VAL ETF | 554 | $11,418 | 95 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
