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 |
|---|---|---|---|---|---|---|---|---|---|
| TIPTREE INC | COMMON | 3951 | $1,000 | 41 | 0.00 | 41 | +Inf | 06-30-2024 | |
| TTM TECHNOLOGIES | COMMON | 3952 | $1,000 | 59 | 0.00 | 0.01 | -670 | -91.91 | 06-30-2024 |
| SURMODICS INC | COMMON | 3953 | $1,000 | 24 | 0.00 | 0.00 | 3 | 14.29 | 06-30-2024 |
| SUMMIT FINANCIAL GROUP INC | COMMON | Liquidated | $0 | 0 | 0.00 | 0.00 | -63 | -61.17 | 06-30-2024 |
