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 |
|---|---|---|---|---|---|---|---|---|---|
| CHART INDS INC | COM | 651 | $6,207 | 43 | 0.00 | 0.00 | -27 | -38.57 | 06-30-2024 |
| ISHARES TR | MSCI CHINA ETF | 652 | $6,145 | 146 | 0.00 | 146 | +Inf | 06-30-2024 | |
| BLOCK INC | CL A | 653 | $6,127 | 95 | 0.00 | 95 | +Inf | 06-30-2024 | |
| LAM RESEARCH CORP | COM | 654 | $6,057 | 6 | 0.00 | 0.00 | -11 | -64.71 | 06-30-2024 |
