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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | NATIONAL MUN ETF | 851 | $1,663 | 16 | 0.00 | 0.00 | 1 | 6.67 | 06-30-2024 |
| DIGITAL TURBINE INC | COM NEW | 852 | $1,660 | 1,000 | 0.00 | 1,000 | +Inf | 06-30-2024 | |
| FIDELITY COVINGTON TRUST | MSCI UTILS INDEX | 853 | $1,642 | 37 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| LOWES COS INC | COM | 854 | $1,637 | 7 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
