Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| NAVITER WEALTH LLC | 04-18-2024 | 03-31-2024 | 232 | 611,269,999 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES INC | CORE MSCI EMKT | 201 | $827,354 | 16,034 | 0.00 | 0.00 | 10,466 | 187.97 | 03-31-2024 |
| EQUITY LIFESTYLE PPTYS INC | COM | 202 | $804,658 | 12,404 | 0.00 | 0.00 | 192 | 1.57 | 03-31-2024 |
| BLACKSTONE INC | COM | 203 | $788,614 | 6,003 | 0.00 | 0.00 | -1,210 | -16.78 | 03-31-2024 |
| JD.COM INC | SPON ADR CL A | 204 | $788,257 | 28,779 | 0.00 | 0.00 | 988 | 3.56 | 03-31-2024 |
