Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TIMESCALE FINANCIAL INC | 07-26-2023 | 06-30-2023 | 628 | 463,172,986 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| REGENERON PHARMACEUTICALS | COM | 301 | $88,380 | 123 | 0.00 | 123 | +Inf | 06-30-2023 | |
| NUSHARES ETF TR | NUVEEN ESG LRGVL | 302 | $86,175 | 2,487 | 0.00 | 2,487 | +Inf | 06-30-2023 | |
| ROCKWELL AUTOMATION INC | COM | 303 | $86,119 | 261 | 0.00 | 261 | +Inf | 06-30-2023 | |
| BHP GROUP LTD | SPONSORED ADS | 304 | $83,820 | 1,405 | 0.00 | 1,405 | +Inf | 06-30-2023 |
