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 | SHRT NAT MUN ETF | 951 | $429 | 4 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| LILIUM N V | CLASS A ORD SHS | 952 | $416 | 523 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| DESKTOP METAL INC | COM CL A | 953 | $413 | 100 | 0.00 | 100 | +Inf | 06-30-2024 | |
| TOYOTA MOTOR CORP | ADS | 954 | $410 | 2 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
