Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STEPHENS CONSULTING LLC | 07-29-2024 | 06-30-2024 | 648 | 351,918,995 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| LI AUTO INC | SPONSORED ADS | 301 | $17,880 | 1,000 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| EATON VANCE TAX-MANAGED DIVE | COM | 302 | $17,844 | 1,270 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| FORTINET INC | COM | 303 | $17,780 | 295 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| SYSCO CORP | COM | 304 | $17,705 | 248 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
