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
EDWARDS LIFESCIENCES CORP COMMON 551 $138,000 1,496 0.09 0.09 -49 -3.17 06-30-2024
CINCINNATI FINANCIAL CORP COMMON 552 $138,000 1,170 0.09 0.09 10 0.86 06-30-2024
ALPHA METALLURGICAL RESOURCE COMMON 553 $138,000 491 0.09 0.09 46 10.34 06-30-2024
EXLSERVICE HOLDINGS INC COMMON 554 $136,000 4,346 0.09 0.10 -624 -12.56 06-30-2024
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