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 |
|---|---|---|---|---|---|---|---|---|---|
| BOSTON SCIENTIFIC CORP | COM | 51 | $3,422,786 | 44,446 | 0.00 | 0.00 | -563 | -1.25 | 06-30-2024 |
| TERADYNE INC | COM | 52 | $3,377,750 | 22,778 | 0.00 | 0.00 | 111 | 0.49 | 06-30-2024 |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | 53 | $3,368,334 | 14,673 | 0.00 | 0.00 | -631 | -4.12 | 06-30-2024 |
| ZSCALER INC | COM | 54 | $3,339,493 | 17,376 | 0.00 | 0.00 | -41 | -0.24 | 06-30-2024 |
