Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AVESTAR CAPITAL LLC | 08-08-2024 | 06-30-2024 | 453 | 973,688,330 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 101 | $2,867,724 | 65,533 | 0.00 | 0.00 | -3,029 | -4.42 | 06-30-2024 |
| INTUIT | COM | 102 | $2,779,683 | 4,229 | 0.00 | 0.00 | 549 | 14.92 | 06-30-2024 |
| PALO ALTO NETWORKS INC | COM | 103 | $2,771,068 | 8,174 | 0.00 | 0.00 | 576 | 7.58 | 06-30-2024 |
| EXXON MOBIL CORP | COM | 104 | $2,670,093 | 23,194 | 0.00 | 0.00 | 4,474 | 23.90 | 06-30-2024 |
