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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES INC ESG AWR MSCI EM | COM | Liquidated | $0 | 0 | 0.00 | 675 | +Inf | 06-30-2024 | |
| MARKETWISE INC COM CL A | COM | Liquidated | $0 | 0 | 0.00 | 12,462 | +Inf | 06-30-2024 | |
| 3M CO | COM | 603 | $21,460 | 210 | 0.00 | 210 | +Inf | 06-30-2024 | |
| MARRIOTT INTERNATIONAL INC COM USD0.01 CLASS A | COM | Liquidated | $0 | 0 | 0.00 | 84 | +Inf | 06-30-2024 |
