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 |
|---|---|---|---|---|---|---|---|---|---|
| SNAP INC | CL A | 501 | $14,913 | 1,299 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ORMAT TECHNOLOGIES INC | COM | 502 | $14,912 | 225 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| PLUG POWER INC | COM NEW | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 504 | $14,665 | 193 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
