Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LYNX INVESTMENT ADVISORY | 07-09-2024 | 06-30-2024 | 1046 | 134,993,752 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES CORE MSCI EMERGING MARKETS ETF | ETF | 151 | $147,989 | 2,765 | 0.00 | 2,765 | +Inf | 06-30-2024 | |
| SCHWAB CHARLES CORP COM | Stock | 152 | $146,413 | 1,987 | 0.00 | 1,987 | +Inf | 06-30-2024 | |
| TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | ADR | 153 | $143,678 | 827 | 0.00 | 827 | +Inf | 06-30-2024 | |
| NEXTERA ENERGY INC COM | Stock | 154 | $140,410 | 1,983 | 0.00 | 1,983 | +Inf | 06-30-2024 |
