Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FOURTHOUGHT FINANCIAL PARTNERS LLC | 05-14-2024 | 03-31-2024 | 329 | 872,673,137 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CONOCOPHILLIPS COM | Stock | 151 | $929,653 | 7,304 | 0.00 | 0.00 | 368 | 5.31 | 03-31-2024 |
| GOOSEHEAD INS INC COM CL A | Stock | 152 | $922,887 | 13,853 | 0.00 | 0.00 | 1,062 | 8.30 | 03-31-2024 |
| DOXIMITY INC CL A | Stock | 153 | $905,414 | 33,646 | 0.00 | 0.00 | 10,966 | 48.35 | 03-31-2024 |
| INVESCO NASDAQ INTERNET ETF | ETF | 154 | $895,929 | 22,460 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
