Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LESTER MURRAY ANTMAN DBA SIMPLYRICH | 05-03-2024 | 03-31-2024 | 179 | 309,497,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS | UIE | 201 | $567,000 | 3,102 | 0.18 | 3,102 | +Inf | 03-31-2024 | |
| TELEFONICA S A | ADR | 202 | $523,000 | 118,476 | 0.17 | 118,476 | +Inf | 03-31-2024 | |
| WISDOMTREE TR | UIE | 203 | $522,000 | 7,995 | 0.17 | 7,995 | +Inf | 03-31-2024 | |
| ORACLE CORP | COM | 204 | $517,000 | 4,113 | 0.17 | 0.15 | 0 | 0.00 | 03-31-2024 |
