Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| OPTIMUM INVESTMENT ADVISORS | 04-10-2024 | 03-31-2024 | 640 | 217,748,842 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $16,244,787 | 94,733 | 0.01 | 0.01 | -2,263 | -2.33 | 03-31-2024 |
| SPDR S&P 500 ETF TR | TR UNIT | 2 | $11,820,124 | 22,598 | 0.01 | 0.01 | 626 | 2.85 | 03-31-2024 |
| NVIDIA CORPORATION | COM | 3 | $9,928,533 | 10,989 | 0.00 | 0.00 | 12 | 0.11 | 03-31-2024 |
| MICROSOFT CORP | COM | 4 | $7,458,447 | 17,728 | 0.00 | 0.00 | -6 | -0.03 | 03-31-2024 |
