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 |
|---|---|---|---|---|---|---|---|---|---|
| MARKEL GROUP INC | COMMON | 201 | $235,000 | 149 | 0.15 | 0.18 | -32 | -17.68 | 06-30-2024 |
| ABBOTT LABORATORIES . | COMMON | 202 | $235,000 | 2,263 | 0.15 | 0.09 | 1,043 | 85.49 | 06-30-2024 |
| PROLOGIS INC | REIT | 203 | $234,000 | 2,091 | 0.15 | 0.16 | 153 | 7.89 | 06-30-2024 |
| TRUMP MEDIA & TECHNOLOGY GRO | COMMON | Liquidated | $0 | 0 | 0.15 | 3,755 | +Inf | 06-30-2024 |
