Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ATTICUS WEALTH MANAGEMENT LLC | 04-17-2024 | 03-31-2024 | 549 | 305,803,125 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TR | TR UNIT | 1 | $72,099,823 | 137,827 | 0.02 | 0.02 | 6,541 | 4.98 | 03-31-2024 |
| NEOS ETF TRUST | NEOS ENH INC 1-3 | 2 | $29,424,090 | 590,845 | 0.01 | 590,845 | +Inf | 03-31-2024 | |
| NEOS ETF TRUST | NEOS ENH INM CAS | Liquidated | $0 | 0 | 0.01 | 526,295 | +Inf | 03-31-2024 | |
| SPDR SER TR | PRTFLO S&P500 VL | 4 | $19,178,433 | 382,803 | 0.01 | 0.01 | 13,021 | 3.52 | 03-31-2024 |
