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 |
|---|---|---|---|---|---|---|---|---|---|
| INTUITIVE SURGICAL INC | COMMON | 151 | $263,000 | 591 | 0.17 | 0.15 | -1 | -0.17 | 06-30-2024 |
| BRISTOL-MYERS SQUIBB CO | COMMON | 152 | $263,000 | 6,341 | 0.17 | 0.19 | 783 | 14.09 | 06-30-2024 |
| MUELLER INDUSTRIES INC | COMMON | 153 | $262,000 | 4,602 | 0.17 | 0.19 | -955 | -17.19 | 06-30-2024 |
| PAYX 19JUL24 135 C | COMMON | 154 | $261,000 | 2,208 | 0.17 | 0.16 | 165 | 8.08 | 06-30-2024 |
