Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TRUVESTMENTS CAPITAL LLC | 11-13-2023 | 09-30-2023 | 683 | 192,036,790 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BROADCOM INC | COM | 1 | $5,032,455 | 6,059 | 0.00 | 0.00 | 65 | 1.08 | 09-30-2023 |
| APPLE INC | COM | 2 | $4,788,751 | 27,970 | 0.00 | 0.00 | 560 | 2.04 | 09-30-2023 |
| PROCTER AND GAMBLE CO | COM | 3 | $4,125,724 | 28,286 | 0.00 | 0.00 | 76 | 0.27 | 09-30-2023 |
| IRON MTN INC DEL | COM | 4 | $3,848,818 | 64,740 | 0.00 | 0.00 | 668 | 1.04 | 09-30-2023 |
