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 |
|---|---|---|---|---|---|---|---|---|---|
| WELLTOWER INC | REIT | 2051 | $28,000 | 266 | 0.02 | 0.02 | 4 | 1.53 | 06-30-2024 |
| CHUBB LTD | COMMON | 2052 | $28,000 | 111 | 0.02 | 0.02 | -3 | -2.63 | 06-30-2024 |
| NVENT ELECTRIC PLC | COMMON | 2053 | $28,000 | 361 | 0.02 | 0.02 | -55 | -13.22 | 06-30-2024 |
| ULTRAGENYX PHARMACEUTICAL IN | COMMON | 2054 | $28,000 | 689 | 0.02 | 0.03 | -306 | -30.75 | 06-30-2024 |
