Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AVANT CAPITAL LLC | 11-07-2023 | 09-30-2023 | 56 | 87,479,253 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | MSCI USA VALUE | 51 | $1,032,846 | 11,385 | 0.00 | 0.00 | -64 | -0.56 | 09-30-2023 |
| APPLE INC | COM | 52 | $826,152 | 4,825 | 0.00 | 0.00 | 147 | 3.14 | 09-30-2023 |
| EXXON MOBIL CORP | COM | 53 | $664,798 | 5,654 | 0.00 | 0.00 | 38 | 0.68 | 09-30-2023 |
| SPDR SER TR | RUSSELL LOW VOL | 54 | $627,409 | 5,982 | 0.00 | 0.00 | 755 | 14.44 | 09-30-2023 |
