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 |
|---|---|---|---|---|---|---|---|---|---|
| HOME BANCORP INC | COMMON | 4051 | $1,000 | 20 | 0.00 | 0.00 | -1 | -4.76 | 06-30-2024 |
| HERITAGE FINANCIAL CORP | COMMON | 4052 | $1,000 | 40 | 0.00 | 0.00 | 3 | 8.11 | 06-30-2024 |
| HERITAGE COMMERCE CORP | COMMON | 4053 | $1,000 | 150 | 0.00 | 0.00 | 97 | 183.02 | 06-30-2024 |
| HELIX ENERGY SOLUTIONS GROUP | COMMON | 4054 | $1,000 | 66 | 0.00 | 0.00 | 54 | 450.00 | 06-30-2024 |
