Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| OLIVER LAGORE VANVALIN INVESTMENT GROUP | 05-01-2024 | 03-31-2024 | 739 | 340,873,706 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| JACOBS SOLUTIONS INC | COM | Liquidated | $0 | 0 | 0.00 | 28 | +Inf | 12-31-2023 | |
| ISHARES TR | CORE MSCI INTL | Liquidated | $0 | 0 | 0.00 | 0.00 | -53 | -46.90 | 03-31-2024 |
| VANGUARD CHARLOTTE FDS TOTAL INTL BD ETF | COM | 1153 | $3,807 | 77 | 0.00 | 77 | +Inf | 03-31-2024 | |
| ANAVEX LIFE SCIENCES CORP COM NEW | COM | 1154 | $3,807 | 748 | 0.00 | 748 | +Inf | 03-31-2024 |
