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 |
|---|---|---|---|---|---|---|---|---|---|
| J P MORGAN EXCHANGE TRADED FD BETABUILDERS DEV | COM | Liquidated | $0 | 0 | 0.00 | 40 | +Inf | 06-30-2024 | |
| SUNCOR ENERGY INC NEW COM ISIN #CA8672241079 SEDOL #B3NB1P2 | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -47 | -47.47 | 06-30-2024 |
| WABTEC | COM | 1453 | $1,897 | 12 | 0.00 | 0.00 | -157 | -92.90 | 06-30-2024 |
| PROSHARES TRUST S&P KENSHO CLEANTECH ETF | COM | Liquidated | $0 | 0 | 0.00 | 80 | +Inf | 06-30-2024 |
