Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PEAK FINANCIAL ADVISORS LLC | 07-12-2024 | 06-30-2024 | 72 | 174,278,282 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CDW CORP | COM | 51 | $2,853,512 | 12,748 | 0.00 | 12,748 | +Inf | 06-30-2024 | |
| UNITEDHEALTH GROUP INC | COM | Liquidated | $0 | 0 | 0.00 | 5,762 | +Inf | 06-30-2024 | |
| CORPAY INC | COM SHS | 53 | $2,841,795 | 10,667 | 0.00 | 0.00 | 558 | 5.52 | 06-30-2024 |
| AMGEN INC | COM | Liquidated | $0 | 0 | 0.00 | 9,944 | +Inf | 06-30-2024 |
