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 |
|---|---|---|---|---|---|---|---|---|---|
| WARNER BROS DISCOVERY INC | COM SER A | 751 | $3,623 | 487 | 0.00 | 487 | +Inf | 06-30-2024 | |
| PROLOGIS INC. | COM | 752 | $3,617 | 32 | 0.00 | 32 | +Inf | 06-30-2024 | |
| ATLASSIAN CORPORATION | CL A | 753 | $3,538 | 20 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| FLEXSHARES TR | STOXX GLOBR INF | 754 | $3,493 | 66 | 0.00 | 66 | +Inf | 06-30-2024 |
