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 |
|---|---|---|---|---|---|---|---|---|---|
| SELECT SECTOR SPDR TR | SBI MATERIALS | 1751 | $274 | 3 | 0.00 | 3 | +Inf | 06-30-2024 | |
| NERDWALLET INC COM CL A | COM | Liquidated | $0 | 0 | 0.00 | 18 | +Inf | 06-30-2024 | |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 1753 | $252 | 7 | 0.00 | 7 | +Inf | 06-30-2024 | |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S. | 1754 | $247 | 7 | 0.00 | 7 | +Inf | 06-30-2024 |
