Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GREENUP STREET WEALTH MANAGEMENT LLC | 05-06-2024 | 03-31-2024 | 79 | 398,313,558 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Invesco Qqq Tr Unit Ser 1 | Equities | 1 | $64,041,355 | 144,234 | 0.02 | 144,234 | +Inf | 03-31-2024 | |
| AVANTIS INTERNATIONAL EQUITY ETF | Equities | 2 | $37,248,490 | 584,381 | 0.01 | 0.01 | -207,448 | -26.20 | 03-31-2024 |
| Invesco Qqq Tr Unit Ser 1 | Equities | Liquidated | $0 | 0 | 0.01 | 97,731 | +Inf | 03-31-2024 | |
| Ishares S&P 500 | Equities | 4 | $32,677,768 | 62,156 | 0.01 | 0.01 | 5,762 | 10.22 | 03-31-2024 |
