Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PURSUE WEALTH PARTNERS LLC | 08-02-2024 | 06-30-2024 | 111 | 183,368,645 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 201 | $345,881 | 3,430 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| KIMBERLY-CLARK CORP | COM | 202 | $345,500 | 2,500 | 0.00 | 2,500 | +Inf | 06-30-2024 | |
| ALCON AG | ORD SHS | 203 | $337,524 | 3,789 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| LOWES COS INC | COM | 204 | $337,524 | 1,531 | 0.00 | 0.00 | 450 | 41.63 | 06-30-2024 |
