Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BOUVEL INVESTMENT PARTNERS LLC | 07-12-2024 | 06-30-2024 | 77 | 258,506,777 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY ETF TRUST | EATON VANCE TOTA | 1 | $11,789,541 | 237,453 | 0.00 | 237,453 | +Inf | 06-30-2024 | |
| PIMCO ETF TR | ACTIVE BD ETF | 2 | $11,093,999 | 121,805 | 0.00 | 0.00 | 41,660 | 51.98 | 06-30-2024 |
| NVIDIA CORPORATION | COM | 3 | $10,458,896 | 84,660 | 0.00 | 0.00 | 71,418 | 539.33 | 06-30-2024 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 4 | $10,120,837 | 178,561 | 0.00 | 0.00 | -5,341 | -2.90 | 06-30-2024 |
