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 |
|---|---|---|---|---|---|---|---|---|---|
| ARDELYX INC | COMMON | 2501 | $15,000 | 2,033 | 0.01 | 0.01 | -349 | -14.65 | 06-30-2024 |
| AES CORP | COMMON | 2502 | $15,000 | 870 | 0.01 | 0.05 | -3,366 | -79.46 | 06-30-2024 |
| HEALTHCARE REALTY TRUST INC | REIT | 2503 | $14,000 | 820 | 0.01 | 0.01 | 0 | 0.00 | 06-30-2024 |
| ESSEX PROPERTY TRUST INC | REIT | 2504 | $14,000 | 52 | 0.01 | 0.01 | 0 | 0.00 | 06-30-2024 |
