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
CLIPPER RLTY INC COM 351 $68,890 19,083 0.00 0.00 0 0.00 06-30-2024
NEW YORK CMNTY BANCORP INC COM Liquidated $0 0 0.00 0.00 0 0.00 06-30-2024
ENVIVA INC COM 353 $21,747 50,574 0.00 0.00 0 0.00 06-30-2024
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