Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
LYNX INVESTMENT ADVISORY | 07-09-2024 | 06-30-2024 | 1046 | 134,993,752 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
INTERNATIONAL BUSINESS MACHS COM | Stock | 51 | $541,703 | 3,133 | 0.00 | 3,133 | +Inf | 06-30-2024 | |
VANGUARD INFORMATION TECHNOLOGY ETF | ETF | 52 | $530,664 | 920 | 0.00 | 920 | +Inf | 06-30-2024 | |
VANGUARD GROWTH ETF | ETF | 53 | $529,485 | 1,416 | 0.00 | 1,416 | +Inf | 06-30-2024 | |
JPMORGAN CHASE & CO. COM | Stock | 54 | $504,772 | 2,496 | 0.00 | 2,496 | +Inf | 06-30-2024 |