Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| QUOTIENT WEALTH PARTNERS LLC | 05-13-2024 | 03-31-2024 | 293 | 2,800,493,429 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P MCP ETF | 101 | $1,243,348 | 20,470 | 0.00 | 20,470 | +Inf | 03-31-2024 | |
| VANGUARD INTL EQUITY INDEX F | GLB EX US ETF | 102 | $1,219,770 | 28,946 | 0.00 | 28,946 | +Inf | 03-31-2024 | |
| TESLA INC | COM | 103 | $1,171,697 | 6,665 | 0.00 | 6,665 | +Inf | 03-31-2024 | |
| BP PLC | SPONSORED ADR | 104 | $1,144,869 | 30,384 | 0.00 | 30,384 | +Inf | 03-31-2024 |
