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 |
|---|---|---|---|---|---|---|---|---|---|
| VERIZON COMMUNICATIONS INC | COM | 301 | $313,000 | 7,456 | 0.10 | 0.10 | -44 | -0.59 | 03-31-2024 |
| SCHWAB STRATEGIC TR | UIE | 302 | $305,000 | 4,520 | 0.10 | 4,520 | +Inf | 03-31-2024 | |
| JANUX THERAPEUTICS INC | COM | 303 | $300,000 | 7,964 | 0.10 | 7,964 | +Inf | 03-31-2024 | |
| ARCHER DANIELS MIDLAND CO | COM | 304 | $300,000 | 4,762 | 0.10 | 0.65 | -21,531 | -81.89 | 03-31-2024 |
