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 |
|---|---|---|---|---|---|---|---|---|---|
| TRAVELERS COS INC/THE | COMMON | 1451 | $63,000 | 310 | 0.04 | 0.04 | 48 | 18.32 | 06-30-2024 |
| NCINO INC | COMMON | 1452 | $63,000 | 2,018 | 0.04 | 0.06 | -718 | -26.24 | 06-30-2024 |
| DOMINION ENERGY INC | COMMON | 1453 | $63,000 | 1,287 | 0.04 | 0.05 | -363 | -22.00 | 06-30-2024 |
| ADVANCED DRAINAGE SYSTEMS IN | COMMON | 1454 | $63,000 | 395 | 0.04 | 0.05 | -49 | -11.04 | 06-30-2024 |
