Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SYNERGY FINANCIAL GROUP LTD | 02-14-2024 | 06-30-2024 | 82 | 95,443,978 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | COM | 1 | $8,459,054 | 68,472 | 0.01 | 0.01 | 61,776 | 922.58 | 06-30-2024 |
| AMAZON COM INC | COM | 2 | $8,161,334 | 42,232 | 0.01 | 0.01 | -33 | -0.08 | 06-30-2024 |
| MICROSOFT CORP | COM | 3 | $7,994,160 | 17,886 | 0.01 | 0.01 | -561 | -3.04 | 06-30-2024 |
| APPLE INC | COM | 4 | $4,776,565 | 22,679 | 0.01 | 0.00 | 1,279 | 5.98 | 06-30-2024 |
