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 |
|---|---|---|---|---|---|---|---|---|---|
| ELI LILLY & CO | COM | 51 | $3,359,231 | 4,318 | 0.00 | 0.00 | 668 | 18.30 | 03-31-2024 |
| BLACKSTONE SECD LENDING FD | COMMON STOCK | 52 | $3,331,789 | 104,418 | 0.00 | 104,418 | +Inf | 03-31-2024 | |
| BHP GROUP LTD | SPONSORED ADS | 53 | $3,296,934 | 57,149 | 0.00 | 0.00 | 8,296 | 16.98 | 03-31-2024 |
| TESLA INC | COM | 54 | $3,282,175 | 18,671 | 0.00 | 0.00 | 5,840 | 45.51 | 03-31-2024 |
