Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| OLIVER LAGORE VANVALIN INVESTMENT GROUP | 07-30-2024 | 06-30-2024 | 728 | 348,565,280 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NRG ENERGY INC | COM NEW | 1001 | $6,000 | 77 | 0.00 | 77 | +Inf | 06-30-2024 | |
| SCHWAB STRATEGIC TR US TIPS ETF | COM | Liquidated | $0 | 0 | 0.00 | 115 | +Inf | 06-30-2024 | |
| CRONOS GROUP INC | COM | 1003 | $5,995 | 2,573 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| ISHARES TR MSCI USA MIN VOL | COM | Liquidated | $0 | 0 | 0.00 | 71 | +Inf | 06-30-2024 |
