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 |
|---|---|---|---|---|---|---|---|---|---|
| LIBERTY MEDIA CORP-LIBERTY-C | TRACKING STK | 3351 | $5,000 | 128 | 0.00 | 0.00 | 1 | 0.79 | 06-30-2024 |
| CENTERSPACE | REIT | 3352 | $5,000 | 70 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| ENERGY TRANSFER LP | MLP | 3353 | $5,000 | 307 | 0.00 | 0.00 | 21 | 7.34 | 06-30-2024 |
| WISDOMTREE US EFFICIENT CORE | ETF | 3354 | $5,000 | 123 | 0.00 | 0.00 | -1 | -0.81 | 06-30-2024 |
