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
LUMENTUM HOLDINGS INC COMMON 3151 $8,000 148 0.01 0.00 0 0.00 06-30-2024
LITHIA MOTORS INC COMMON 3152 $8,000 30 0.01 0.01 -1 -3.23 06-30-2024
JOHN BEAN TECHNOLOGIES CORP COMMON 3153 $8,000 79 0.01 0.00 76 2533.33 06-30-2024
INTELLIA THERAPEUTICS INC COMMON 3154 $8,000 370 0.01 0.01 -7 -1.86 06-30-2024
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