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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | PFD AND INCM SEC | Liquidated | $0 | 0 | 0.00 | 7,643 | +Inf | 06-30-2024 | |
| GOLDMAN SACHS GROUP INC | COM | 502 | $239,277 | 529 | 0.00 | 0.00 | -169 | -24.21 | 06-30-2024 |
| APPLIED MATLS INC | COM | 503 | $234,574 | 994 | 0.00 | 0.00 | -76 | -7.10 | 06-30-2024 |
| ALPS ETF TR | ALERIAN ENERGY | 504 | $230,599 | 8,679 | 0.00 | 0.00 | 67 | 0.78 | 06-30-2024 |
