Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AVEO CAPITAL PARTNERS LLC | 08-02-2024 | 06-30-2024 | 317 | 881,807,283 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | 1 | $37,241,556 | 993,373 | 0.00 | 0.00 | -19,833 | -1.96 | 06-30-2024 |
| ISHARES TR | CORE S&P500 ETF | 2 | $36,171,181 | 66,099 | 0.00 | 0.00 | 780 | 1.19 | 06-30-2024 |
| PROSHARES TR | PSHS ULTRA QQQ | 3 | $25,480,295 | 255,288 | 0.00 | 0.00 | 170,254 | 200.22 | 06-30-2024 |
| INVESCO EXCH TRD SLF IDX FD | RAFI STRATGIC US | 4 | $24,474,981 | 516,023 | 0.00 | 0.00 | 24,801 | 5.05 | 06-30-2024 |
