Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CRESTONE ASSET MANAGEMENT LLC | 07-23-2024 | 06-30-2024 | 1 | 0 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES INC | MSCI CDA ETF | Liquidated | $0 | 0 | 0.00 | 9,333 | +Inf | 06-30-2024 | |
| AFLAC INC | COM | Liquidated | $0 | 0 | 0.00 | 3,955 | +Inf | 06-30-2024 | |
| ISHARES TR | SELECT DIVID ETF | Liquidated | $0 | 0 | 0.00 | 2,702 | +Inf | 06-30-2024 | |
| HALLIBURTON CO | COM | Liquidated | $0 | 0 | 0.00 | 7,126 | +Inf | 06-30-2024 |
