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 |
|---|---|---|---|---|---|---|---|---|---|
| AMERICA MOVIL SAB DE CV | ADR | 251 | $406,000 | 21,720 | 0.13 | 21,720 | +Inf | 03-31-2024 | |
| VANGUARD INDEX FDS | UIE | 252 | $390,000 | 811 | 0.13 | 811 | +Inf | 03-31-2024 | |
| HALEON PLC | ADR | 253 | $376,000 | 44,218 | 0.12 | 44,218 | +Inf | 03-31-2024 | |
| SYSCO CORP | COM | 254 | $374,000 | 4,607 | 0.12 | 0.12 | 0 | 0.00 | 03-31-2024 |
