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 |
|---|---|---|---|---|---|---|---|---|---|
| EMPIRE ST RLTY TR INC | CL A | 301 | $176,297 | 18,795 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| ALGONQUIN PWR UTILS CORP | COM | 302 | $152,864 | 26,086 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| PALLADYNE AI CORP | COM NEW | 303 | $150,029 | 93,768 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
