Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CANOPY PARTNERS LLC | 08-09-2024 | 06-30-2024 | 198 | 215,341,305 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| iShares MSCI Acwi Ex US ETF | ETF | 101 | $443,051 | 8,339 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| iShares 20 Year Treasury Bond ETF | ETF | 102 | $428,613 | 4,670 | 0.00 | 0.00 | 451 | 10.69 | 06-30-2024 |
| Goldman Sachs Group | Common Stock | 103 | $420,658 | 930 | 0.00 | 0.00 | 74 | 8.64 | 06-30-2024 |
| Icici Bank LTD A D R | Common Stock | 104 | $414,086 | 14,373 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
