Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| COVESTOR LTD | 08-09-2024 | 06-30-2024 | 2934 | 154,580,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR BLOOMBERG 1-3 MONTH T-B | ETF | 1 | $2,429,000 | 26,467 | 1.57 | 0.86 | 11,744 | 79.77 | 06-30-2024 |
| NVIDIA CORP | COMMON | 2 | $2,200,000 | 17,821 | 1.42 | 1.11 | 15,895 | 825.29 | 06-30-2024 |
| MICROSOFT CORP | COMMON | 3 | $1,763,000 | 3,944 | 1.14 | 0.99 | 223 | 5.99 | 06-30-2024 |
| VANGUARD TOTAL STOCK MKT ETF | ETF | 4 | $1,687,000 | 6,305 | 1.09 | 1.00 | 232 | 3.82 | 06-30-2024 |
