Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
EVOLUTION ADVISERS INC 07-26-2024 06-30-2024 185 169,388,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ISHARES TR CORE S&P SCP ETF 151 $47,000 444 0.03 0.03 0 0.00 06-30-2024
CONSTELLATION ENERGY CORP COM 152 $46,000 231 0.03 0.03 -1 -0.43 06-30-2024
FIRST TR EXCHANGE-TRADED FD WTR ETF 153 $45,000 456 0.03 0.03 0 0.00 06-30-2024
NUTRIEN LTD COM 154 $44,000 867 0.03 0.03 0 0.00 06-30-2024
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