Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| INTELLECTUS PARTNERS LLC | 02-05-2024 | 12-31-2023 | 243 | 346,518,172 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AMAZON COM INC | COM | 1 | $16,517,964 | 108,714 | 0.00 | 0.00 | -293 | -0.27 | 12-31-2023 |
| TESLA INC | COM | 2 | $16,507,075 | 66,432 | 0.00 | 0.01 | 945 | 1.44 | 12-31-2023 |
| ALPHABET INC | CAP STK CL C | 3 | $11,028,915 | 78,258 | 0.00 | 0.00 | 553 | 0.71 | 12-31-2023 |
| META PLATFORMS INC | CL A | 4 | $8,313,434 | 23,487 | 0.00 | 0.00 | 1,559 | 7.11 | 12-31-2023 |
