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 |
|---|---|---|---|---|---|---|---|---|---|
| CENTERPOINT ENERGY INC | COMMON | 2401 | $17,000 | 534 | 0.01 | 0.02 | -368 | -40.80 | 06-30-2024 |
| CARMAX INC | COMMON | 2402 | $17,000 | 235 | 0.01 | 0.01 | 68 | 40.72 | 06-30-2024 |
| BLACK HILLS CORP | COMMON | 2403 | $17,000 | 317 | 0.01 | 0.13 | -3,578 | -91.86 | 06-30-2024 |
| ALLIANT ENERGY CORP | COMMON | 2404 | $17,000 | 325 | 0.01 | 0.05 | -1,334 | -80.41 | 06-30-2024 |
