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 |
|---|---|---|---|---|---|---|---|---|---|
| METLIFE INC | COMMON | 2201 | $23,000 | 326 | 0.01 | 0.02 | -31 | -8.68 | 06-30-2024 |
| FIRST HORIZON CORP | COMMON | 2202 | $23,000 | 1,479 | 0.01 | 0.03 | -1,730 | -53.91 | 06-30-2024 |
| FIDELITY NATIONAL FINANCIAL | COMMON | 2203 | $23,000 | 469 | 0.01 | 0.02 | -112 | -19.28 | 06-30-2024 |
| BROOKFIELD ASSET MGMT-A | COMMON | 2204 | $23,000 | 602 | 0.01 | 0.00 | 581 | 2766.67 | 06-30-2024 |
