Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BOUVEL INVESTMENT PARTNERS LLC | 01-11-2024 | 12-31-2023 | 77 | 214,123,867 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 1 | $10,110,932 | 183,902 | 0.00 | 0.01 | -3,534 | -1.89 | 12-31-2023 |
| PIMCO ETF TR | ACTIVE BD ETF | 2 | $7,409,405 | 80,145 | 0.00 | 0.00 | 76,528 | 2115.79 | 12-31-2023 |
| MICROSOFT CORP | COM | 3 | $7,394,639 | 19,665 | 0.00 | 0.00 | 765 | 4.05 | 12-31-2023 |
| NVIDIA CORPORATION | COM | 4 | $6,557,703 | 13,242 | 0.00 | 0.00 | -3,264 | -19.77 | 12-31-2023 |
