Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
JACOBI CAPITAL MANAGEMENT LLC | 08-09-2024 | 06-30-2024 | 514 | 1,151,783,220 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
SOFI TECHNOLOGIES INC | COM | 751 | $71,983 | 10,890 | 0.00 | 0.00 | -500 | -4.39 | 06-30-2024 |