Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
KPP ADVISORY SERVICES LLC | 08-27-2024 | 06-30-2024 | 238 | 376,173,791 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
BRISTOL MYERS | Com | Liquidated | $0 | 0 | 0.00 | 7,934 | +Inf | 06-30-2024 | |
MONOLITHIC PWR SYS INC | COM | 352 | $427,279 | 520 | 0.00 | 520 | +Inf | 06-30-2024 | |
UBER TECHNOLOGIES | Com | Liquidated | $0 | 0 | 0.00 | 5,547 | +Inf | 06-30-2024 | |
ISHARES IBONDS | Com | Liquidated | $0 | 0 | 0.00 | 17,197 | +Inf | 06-30-2024 |