Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GROUND SWELL CAPITAL LLC | 08-07-2024 | 06-30-2024 | 173 | 129,203,144 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 201 | $266,138 | 2,244 | 0.00 | 2,244 | +Inf | 06-30-2024 | |
| ROPER TECHNOLOGIES INC | COM | Liquidated | $0 | 0 | 0.00 | 485 | +Inf | 06-30-2024 | |
| EURONET WORLDWIDE INC | COM | 203 | $259,889 | 2,511 | 0.00 | 2,511 | +Inf | 06-30-2024 | |
| MERCK & CO INC | COM | 204 | $256,885 | 2,075 | 0.00 | 2,075 | +Inf | 06-30-2024 |
