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 |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN CENTY ETF TR | INTL SMCP VLU | 51 | $5,690,243 | 87,610 | 0.00 | 0.00 | 3,311 | 3.93 | 06-30-2024 |
| PACER FDS TR | US EXPORT LEAD | 52 | $5,564,869 | 113,528 | 0.00 | 0.00 | 6,130 | 5.71 | 06-30-2024 |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 53 | $5,550,970 | 192,876 | 0.00 | 0.00 | -1,805 | -0.93 | 06-30-2024 |
| AMERICAN CENTY ETF TR | US SML CP VALU | 54 | $5,543,741 | 61,789 | 0.00 | 0.00 | 5,834 | 10.43 | 06-30-2024 |
