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 |
|---|---|---|---|---|---|---|---|---|---|
| DEERE & CO | COM | 251 | $322,069 | 862 | 0.00 | 0.00 | -41 | -4.54 | 06-30-2024 |
| SHELL PLC | SPON ADS | 252 | $322,051 | 4,462 | 0.00 | 0.00 | 119 | 2.74 | 06-30-2024 |
| ROSS STORES INC | COM | 253 | $319,268 | 2,197 | 0.00 | 0.00 | 85 | 4.02 | 06-30-2024 |
| DTE ENERGY CO | COM | 254 | $318,488 | 2,869 | 0.00 | 2,869 | +Inf | 06-30-2024 |
