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 |
|---|---|---|---|---|---|---|---|---|---|
| HUBSPOT INC | COM | 51 | $481,858 | 817 | 0.00 | 0.00 | 270 | 49.36 | 06-30-2024 |
| NIKE INC | CL B | Liquidated | $0 | 0 | 0.00 | 0.00 | 42 | 0.90 | 06-30-2024 |
| ATLASSIAN CORPORATION | CL A | 53 | $422,920 | 2,391 | 0.00 | 0.00 | -571 | -19.28 | 06-30-2024 |
| VANGUARD INDEX FDS | SMALL CP ETF | 54 | $414,058 | 1,899 | 0.00 | 0.00 | 322 | 20.42 | 06-30-2024 |
