Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| QUOTIENT WEALTH PARTNERS LLC | 07-24-2024 | 06-30-2024 | 303 | 2,856,435,163 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 151 | $645,578 | 6,402 | 0.00 | 6,402 | +Inf | 06-30-2024 | |
| INTUITIVE SURGICAL INC | COM NEW | 152 | $640,584 | 1,440 | 0.00 | 0.00 | 133 | 10.18 | 06-30-2024 |
| VULCAN MATLS CO | COM | 153 | $639,356 | 2,571 | 0.00 | 0.00 | 1,337 | 108.35 | 06-30-2024 |
| FIRST TR NAS100 EQ WEIGHTED | SHS | Liquidated | $0 | 0 | 0.00 | 5,052 | +Inf | 06-30-2024 |
